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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 | $183,986 | $100,073+83.9% | $85,126+116.1% | $145,877+26.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 28.41% | 84.11%-55.7pp | 66.63%-38.2pp | 551.28%-522.9pp |
| Employer contribution / active EE | $3,345 | $3,236+3.4% | $2,731+22.5% | $4,663-28.3% |
| Participant deferral / active EE | $10,328 | $5,294+95.1% | $4,523+128.3% | $6,691+54.4% |
| Admin fee / account holder | $37 | $7,261-99.5% | $6,160-99.4% | $13,402-99.7% |