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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 | $208,319 | $112,915+84.5% | $90,965+129.0% | $158,950+31.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 25.51% | 215.75%-190.2pp | 134.57%-109.1pp | 302.91%-277.4pp |
| Employer contribution / active EE | $4,943 | $2,894+70.8% | $2,122+132.9% | $4,762+3.8% |
| Participant deferral / active EE | $9,284 | $4,128+124.9% | $3,373+175.2% | $5,983+55.2% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |