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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 | $182,970 | $105,149+74.0% | $94,659+93.3% | $139,427+31.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.12% | 38.04%-19.9pp | 156.75%-138.6pp | 373.27%-355.1pp |
| Employer contribution / active EE | $11,820 | $4,106+187.8% | $3,673+221.8% | $4,752+148.8% |
| Participant deferral / active EE | $8,017 | $7,600+5.5% | $7,419+8.1% | $6,711+19.5% |
| Admin fee / account holder | $0 | $8,986-100.0% | $7,232-100.0% | $11,404-100.0% |