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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 | $207,457 | $111,878+85.4% | $93,727+121.3% | $145,897+42.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 22.69% | 204.28%-181.6pp | 133.83%-111.1pp | 552.29%-529.6pp |
| Employer contribution / active EE | $3,733 | $3,092+20.7% | $2,421+54.2% | $4,663-19.9% |
| Participant deferral / active EE | $22,558 | $4,920+358.5% | $4,417+410.7% | $6,689+237.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |