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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 | $227,975 | $157,829+44.4% | $136,867+66.6% | $198,609+14.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 16.16% | 51.25%-35.1pp | 42.97%-26.8pp | 202.70%-186.5pp |
| Employer contribution / active EE | $7,126 | $3,923+81.7% | $3,547+100.9% | $5,055+41.0% |
| Participant deferral / active EE | $11,515 | $5,463+110.8% | $4,924+133.9% | $6,977+65.0% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |