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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 | $174,221 | $108,882+60.0% | $96,754+80.1% | $154,746+12.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 12.62% | 98.39%-85.8pp | 82.04%-69.4pp | 172.34%-159.7pp |
| Employer contribution / active EE | $13,196 | $3,018+337.2% | $2,679+392.6% | $4,379+201.4% |
| Participant deferral / active EE | $10,003 | $5,323+87.9% | $4,758+110.2% | $6,730+48.6% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |