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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 | $132,099+74.8% | $115,599+99.8% | $138,895+66.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 17.20% | 176.76%-159.6pp | 111.10%-93.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $5,969 | $3,416+74.7% | $2,955+102.0% | $4,194+42.3% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $284 | $15,650-98.2% | $12,841-97.8% | $12,562-97.7% |