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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 | $139,948+65.0% | $121,663+89.8% | $154,746+49.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 17.20% | 230.52%-213.3pp | 147.54%-130.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $5,969 | $3,521+69.5% | $3,020+97.7% | $4,379+36.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $284 | $17,321-98.4% | $14,289-98.0% | $14,365-98.0% |