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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 | $241,669 | $118,875+103.3% | $96,572+150.2% | $167,553+44.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.38% | 50.50%-41.1pp | 37.79%-28.4pp | 478.89%-469.5pp |
| Employer contribution / active EE | $6,030 | $3,121+93.2% | $2,357+155.8% | $4,840+24.6% |
| Participant deferral / active EE | $8,667 | $4,617+87.7% | $3,850+125.1% | $6,343+36.6% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |