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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 | $209,991 | $102,385+105.1% | $147,080+42.8% | $80,935+159.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 27.87% | 135.09%-107.2pp | 420.17%-392.3pp | 35.66%-7.8pp |
| Employer contribution / active EE | $24,076 | $3,717+547.8% | $4,933+388.0% | $2,757+773.4% |
| Participant deferral / active EE | $20,866 | $6,651+213.7% | $8,066+158.7% | $4,299+385.3% |
| Admin fee / account holder | $89 | $7,951-98.9% | $12,989-99.3% | $6,924-98.7% |