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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 | $111,785+53.9% | $93,669+83.7% | $145,877+18.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 21.84% | 203.79%-181.9pp | 133.59%-111.8pp | 551.28%-529.4pp |
| Employer contribution / active EE | $13,560 | $3,096+338.0% | $2,424+459.5% | $4,663+190.8% |
| Participant deferral / active EE | $7,308 | $4,919+48.6% | $4,416+65.5% | $6,691+9.2% |
| Admin fee / account holder | $250 | $10,256-97.6% | $8,291-97.0% | $13,402-98.1% |