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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 | $149,937 | $100,203+49.6% | $85,240+75.9% | $145,897+2.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.65% | 84.28%-68.6pp | 66.75%-51.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $14,749 | $3,242+355.0% | $2,735+439.2% | $4,663+216.3% |
| Participant deferral / active EE | $6,704 | $5,299+26.5% | $4,527+48.1% | $6,689+0.2% |
| Admin fee / account holder | $206 | $7,265-97.2% | $6,165-96.7% | $13,390-98.5% |