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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 | $207,340 | $111,785+85.5% | $93,669+121.4% | $145,877+42.1% |
| Participation rate | 91.7% | 74.2%+17.4pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 15.36% | 203.79%-188.4pp | 133.59%-118.2pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,514 | $3,096-51.1% | $2,424-37.5% | $4,663-67.5% |
| Participant deferral / active EE | $9,003 | $4,919+83.0% | $4,416+103.9% | $6,691+34.6% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |