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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 | $186,564 | $109,967+69.7% | $97,197+91.9% | $145,877+27.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.79% | 244.27%-230.5pp | 75.47%-61.7pp | 551.28%-537.5pp |
| Employer contribution / active EE | $18,767 | $3,077+510.0% | $2,723+589.2% | $4,663+302.5% |
| Participant deferral / active EE | $15,750 | $4,676+236.8% | $4,263+269.4% | $6,691+135.4% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |