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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 | $208,056 | $100,901+106.2% | $75,670+175.0% | $147,585+41.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 14.65% | 35.78%-21.1pp | 27.34%-12.7pp | 578.56%-563.9pp |
| Employer contribution / active EE | $9,791 | $3,253+200.9% | $2,352+316.3% | $4,876+100.8% |
| Participant deferral / active EE | $7,402 | $4,027+83.8% | $3,142+135.6% | $5,439+36.1% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |