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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 | $191,925 | $112,933+69.9% | $90,970+111.0% | $158,982+20.7% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 7.92% | 215.82%-207.9pp | 134.60%-126.7pp | 302.99%-295.1pp |
| Employer contribution / active EE | $10,483 | $2,893+262.3% | $2,122+394.1% | $4,763+120.1% |
| Participant deferral / active EE | $5,382 | $4,128+30.4% | $3,373+59.6% | $5,983-10.1% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |