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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 | $217,225 | $118,708+83.0% | $98,920+119.6% | $158,966+36.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 13.06% | 372.49%-359.4pp | 196.47%-183.4pp | 302.95%-289.9pp |
| Employer contribution / active EE | $2,078 | $3,334-37.7% | $2,689-22.7% | $4,762-56.4% |
| Participant deferral / active EE | $9,231 | $5,089+81.4% | $4,245+117.5% | $5,983+54.3% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |