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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 | $224,163 | $112,131+99.9% | $95,964+133.6% | $158,982+41.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.49% | 171.19%-153.7pp | 91.64%-74.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $7,870 | $3,199+146.0% | $2,541+209.7% | $4,763+65.2% |
| Participant deferral / active EE | $3,499 | $4,784-26.9% | $4,167-16.0% | $5,983-41.5% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |