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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 | $126,519+63.9% | $106,201+95.2% | $145,959+42.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.81% | 225.10%-212.3pp | 116.26%-103.5pp | 561.95%-549.1pp |
| Employer contribution / active EE | $10,001 | $3,726+168.4% | $3,170+215.5% | $4,661+114.6% |
| Participant deferral / active EE | $7,644 | $5,716+33.7% | $5,012+52.5% | $6,689+14.3% |
| Admin fee / account holder | $86 | $17,312-99.5% | $11,039-99.2% | $13,398-99.4% |