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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 | $207,332 | $125,193+65.6% | $105,591+96.4% | $145,978+42.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.81% | 225.53%-212.7pp | 116.43%-103.6pp | 550.52%-537.7pp |
| Employer contribution / active EE | $10,001 | $3,718+169.0% | $3,166+215.9% | $4,662+114.5% |
| Participant deferral / active EE | $7,644 | $5,708+33.9% | $5,008+52.6% | $6,690+14.3% |
| Admin fee / account holder | $86 | $17,277-99.5% | $11,024-99.2% | $13,400-99.4% |