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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 | $241,363 | $111,785+115.9% | $93,669+157.7% | $145,877+65.5% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 10.22% | 203.79%-193.6pp | 133.59%-123.4pp | 551.28%-541.1pp |
| Employer contribution / active EE | $6,629 | $3,096+114.1% | $2,424+173.5% | $4,663+42.2% |
| Participant deferral / active EE | $8,671 | $4,919+76.3% | $4,416+96.4% | $6,691+29.6% |
| Admin fee / account holder | $174 | $10,256-98.3% | $8,291-97.9% | $13,402-98.7% |