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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 | $202,129 | $115,810+74.5% | $101,271+99.6% | $158,966+27.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.56% | 56.15%-43.6pp | 46.48%-33.9pp | 302.95%-290.4pp |
| Employer contribution / active EE | $11,538 | $4,175+176.3% | $3,660+215.3% | $4,762+142.3% |
| Participant deferral / active EE | $10,055 | $4,958+102.8% | $4,371+130.1% | $5,983+68.1% |
| Admin fee / account holder | $30 | $7,248-99.6% | $5,948-99.5% | $11,250-99.7% |