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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,549 | $100,139+85.3% | $85,187+117.8% | $145,884+27.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.11% | 84.15%-71.0pp | 66.67%-53.6pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,238 | $3,238-30.9% | $2,732-18.1% | $4,662-52.0% |
| Participant deferral / active EE | $9,805 | $5,296+85.2% | $4,525+116.7% | $6,690+46.6% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |