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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 | $243,485 | $95,664+154.5% | $76,902+216.6% | $139,487+74.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.98% | 55.03%-42.1pp | 37.91%-24.9pp | 373.84%-360.9pp |
| Employer contribution / active EE | $10,000 | $3,147+217.8% | $2,534+294.6% | $4,755+110.3% |
| Participant deferral / active EE | $0 | $4,626-100.0% | $3,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,311-100.0% | $5,479-100.0% | $11,407-100.0% |