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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 | $200,246 | $107,944+85.5% | $91,994+117.7% | $152,885+31.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.96% | 89.26%-65.3pp | 69.03%-45.1pp | 345.39%-321.4pp |
| Employer contribution / active EE | $6,630 | $4,210+57.5% | $3,452+92.1% | $4,763+39.2% |
| Participant deferral / active EE | $15,111 | $6,365+137.4% | $5,923+155.1% | $5,851+158.3% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |