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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 | $109,967+120.1% | $97,197+149.0% | $145,877+65.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.99% | 244.27%-230.3pp | 75.47%-61.5pp | 551.28%-537.3pp |
| Employer contribution / active EE | $10,976 | $3,077+256.8% | $2,723+303.1% | $4,663+135.4% |
| Participant deferral / active EE | $8,346 | $4,676+78.5% | $4,263+95.8% | $6,691+24.7% |
| Admin fee / account holder | $51 | $6,199-99.2% | $5,637-99.1% | $13,402-99.6% |