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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 | $183,539 | $106,923+71.7% | $84,023+118.4% | $152,909+20.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 25.45% | 105.02%-79.6pp | 71.32%-45.9pp | 345.46%-320.0pp |
| Employer contribution / active EE | $11,694 | $2,735+327.5% | $1,984+489.5% | $4,764+145.5% |
| Participant deferral / active EE | $5,935 | $4,013+47.9% | $3,239+83.2% | $5,851+1.4% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |