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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 | $191,537 | $106,003+80.7% | $92,236+107.7% | $147,585+29.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.91% | 50.05%-29.1pp | 176.29%-155.4pp | 578.57%-557.7pp |
| Employer contribution / active EE | $4,385 | $4,333+1.2% | $3,679+19.2% | $4,876-10.1% |
| Participant deferral / active EE | $12,000 | $4,478+168.0% | $3,897+207.9% | $5,439+120.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |