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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 | $143,221 | $69,230+106.9% | $64,085+123.5% | $139,427+2.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.66% | 45.89%-28.2pp | 33.69%-16.0pp | 373.27%-355.6pp |
| Employer contribution / active EE | $12,796 | $3,182+302.1% | $2,747+365.7% | $4,752+169.3% |
| Participant deferral / active EE | $10,875 | $4,681+132.3% | $3,881+180.2% | $6,711+62.0% |
| Admin fee / account holder | $5 | $4,246-99.9% | $3,069-99.8% | $11,404-100.0% |