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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 | $219,369 | $152,597+43.8% | $117,533+86.6% | $134,532+63.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 11.59% | 53.04%-41.5pp | 29.77%-18.2pp | 418.27%-406.7pp |
| Employer contribution / active EE | $3,345 | $5,576-40.0% | $4,179-20.0% | $4,741-29.4% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5 | $7,007-99.9% | $5,647-99.9% | $11,429-100.0% |