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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 | $242,063 | $110,093+119.9% | $97,295+148.8% | $145,897+65.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.99% | 244.76%-230.8pp | 75.62%-61.6pp | 552.29%-538.3pp |
| Employer contribution / active EE | $10,976 | $3,077+256.7% | $2,723+303.1% | $4,663+135.4% |
| Participant deferral / active EE | $8,346 | $4,678+78.4% | $4,264+95.7% | $6,689+24.8% |
| Admin fee / account holder | $51 | $6,212-99.2% | $5,646-99.1% | $13,390-99.6% |