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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 | $249,013 | $96,643+157.7% | $86,617+187.5% | $139,456+78.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.89% | 106.57%-81.7pp | 591.91%-567.0pp | 373.45%-348.6pp |
| Employer contribution / active EE | $3,503 | $3,264+7.3% | $3,023+15.9% | $4,753-26.3% |
| Participant deferral / active EE | $24,703 | $4,835+410.9% | $4,437+456.7% | $6,711+268.1% |
| Admin fee / account holder | $40 | $6,406-99.4% | $5,613-99.3% | $11,407-99.6% |