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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 | $230,936 | $132,634+74.1% | $115,768+99.5% | $137,256+68.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.20% | 160.70%-143.5pp | 100.46%-83.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $5,969 | $3,360+77.7% | $2,940+103.0% | $4,156+43.6% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $284 | $15,028-98.1% | $12,439-97.7% | $12,270-97.7% |