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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 | $185,747 | $111,785+66.2% | $93,669+98.3% | $145,877+27.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.09% | 203.79%-195.7pp | 133.59%-125.5pp | 551.28%-543.2pp |
| Employer contribution / active EE | $5,699 | $3,096+84.1% | $2,424+135.1% | $4,663+22.2% |
| Participant deferral / active EE | $8,577 | $4,919+74.4% | $4,416+94.2% | $6,691+28.2% |
| Admin fee / account holder | $126 | $10,256-98.8% | $8,291-98.5% | $13,402-99.1% |