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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 | $243,720 | $100,203+143.2% | $85,240+185.9% | $145,897+67.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.01% | 84.28%-71.3pp | 66.75%-53.7pp | 552.29%-539.3pp |
| Employer contribution / active EE | $22,991 | $3,242+609.2% | $2,735+740.5% | $4,663+393.1% |
| Participant deferral / active EE | $16,402 | $5,299+209.5% | $4,527+262.3% | $6,689+145.2% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |