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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 | $90,614+169.0% | $76,089+220.3% | $145,877+67.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 11.36% | 623.80%-612.4pp | 360.94%-349.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $4,270 | $3,324+28.4% | $2,690+58.7% | $4,663-8.4% |
| Participant deferral / active EE | $17,946 | $5,168+247.2% | $4,259+321.4% | $6,691+168.2% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |