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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 | $242,486 | $154,754+56.7% | $124,206+95.2% | $138,895+74.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 10.24% | 709.28%-699.0pp | 515.27%-505.0pp | 145.39%-135.2pp |
| Employer contribution / active EE | $21,244 | $4,446+377.8% | $3,540+500.1% | $4,194+406.5% |
| Participant deferral / active EE | $15,230 | $4,621+229.6% | $3,968+283.9% | $6,396+138.1% |
| Admin fee / account holder | $71 | $6,690-98.9% | $5,929-98.8% | $12,562-99.4% |