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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 | $188,787 | $96,678+95.3% | $86,640+117.9% | $139,466+35.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.31% | 106.69%-92.4pp | 592.52%-578.2pp | 373.66%-359.3pp |
| Employer contribution / active EE | $1,493 | $3,265-54.3% | $3,024-50.6% | $4,754-68.6% |
| Participant deferral / active EE | $15,663 | $4,837+223.8% | $4,438+252.9% | $6,712+133.4% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |