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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 | $240,923 | $100,073+140.7% | $85,126+183.0% | $145,877+65.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.87% | 84.11%-65.2pp | 66.63%-47.8pp | 551.28%-532.4pp |
| Employer contribution / active EE | $2,908 | $3,236-10.1% | $2,731+6.5% | $4,663-37.6% |
| Participant deferral / active EE | $15,133 | $5,294+185.8% | $4,523+234.6% | $6,691+126.2% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |