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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 | $156,547 | $99,079+58.0% | $78,002+100.7% | $273,970-42.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.77% | 217.93%-211.2pp | 425.99%-419.2pp | 41.46%-34.7pp |
| Employer contribution / active EE | $17,510 | $3,308+429.4% | $2,470+608.9% | $4,869+259.7% |
| Participant deferral / active EE | $10,134 | $4,306+135.3% | $3,497+189.8% | $5,287+91.7% |
| Admin fee / account holder | $6 | $8,954-99.9% | $5,481-99.9% | $10,132-99.9% |