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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 | $159,707 | $99,652+60.3% | $78,778+102.7% | $147,586+8.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 109.89% | 47.28%+62.6pp | 35.62%+74.3pp | 578.59%-468.7pp |
| Employer contribution / active EE | $6,373 | $2,796+128.0% | $1,986+220.9% | $4,876+30.7% |
| Participant deferral / active EE | $5,017 | $3,664+36.9% | $2,958+69.6% | $5,439-7.8% |
| Admin fee / account holder | $255 | $7,155-96.4% | $5,134-95.0% | $10,886-97.7% |