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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 | $243,721 | $90,530+169.2% | $76,030+220.6% | $145,897+67.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 11.36% | 625.08%-613.7pp | 361.54%-350.2pp | 552.29%-540.9pp |
| Employer contribution / active EE | $4,270 | $3,319+28.6% | $2,688+58.9% | $4,663-8.4% |
| Participant deferral / active EE | $17,946 | $5,164+247.5% | $4,257+321.6% | $6,689+168.3% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |