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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 | $241,883 | $112,933+114.2% | $90,970+165.9% | $158,982+52.1% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+8.9pp |
| Annual return | 25.20% | 215.82%-190.6pp | 134.60%-109.4pp | 302.99%-277.8pp |
| Employer contribution / active EE | $6,339 | $2,893+119.1% | $2,122+198.8% | $4,763+33.1% |
| Participant deferral / active EE | $7,352 | $4,128+78.1% | $3,373+118.0% | $5,983+22.9% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |