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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 | $176,393 | $111,785+57.8% | $93,669+88.3% | $145,877+20.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.17% | 203.79%-185.6pp | 133.59%-115.4pp | 551.28%-533.1pp |
| Employer contribution / active EE | $2,198 | $3,096-29.0% | $2,424-9.3% | $4,663-52.9% |
| Participant deferral / active EE | $16,477 | $4,919+235.0% | $4,416+273.1% | $6,691+146.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |