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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 | $180,384 | $111,814+61.3% | $93,654+92.6% | $145,959+23.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.61% | 203.30%-186.7pp | 133.34%-116.7pp | 561.95%-545.3pp |
| Employer contribution / active EE | $1,219 | $3,092-60.6% | $2,421-49.6% | $4,661-73.8% |
| Participant deferral / active EE | $11,800 | $4,914+140.1% | $4,413+167.4% | $6,689+76.4% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |