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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 | $223,042 | $112,935+97.5% | $90,970+145.2% | $158,966+40.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.63% | 215.79%-203.2pp | 134.58%-121.9pp | 302.95%-290.3pp |
| Employer contribution / active EE | $5,975 | $2,895+106.4% | $2,122+181.5% | $4,762+25.5% |
| Participant deferral / active EE | $6,479 | $4,129+56.9% | $3,373+92.1% | $5,983+8.3% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |