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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 | $172,066 | $111,878+53.8% | $93,727+83.6% | $145,897+17.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 21.84% | 204.28%-182.4pp | 133.83%-112.0pp | 552.29%-530.5pp |
| Employer contribution / active EE | $13,560 | $3,092+338.5% | $2,421+460.0% | $4,663+190.8% |
| Participant deferral / active EE | $7,308 | $4,920+48.5% | $4,417+65.4% | $6,689+9.2% |
| Admin fee / account holder | $250 | $10,256-97.6% | $8,292-97.0% | $13,390-98.1% |