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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 | $173,002 | $111,785+54.8% | $93,669+84.7% | $145,877+18.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 27.16% | 203.79%-176.6pp | 133.59%-106.4pp | 551.28%-524.1pp |
| Employer contribution / active EE | $1,715 | $3,096-44.6% | $2,424-29.2% | $4,663-63.2% |
| Participant deferral / active EE | $19,876 | $4,919+304.1% | $4,416+350.1% | $6,691+197.1% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |