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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 | $229,067 | $125,237+82.9% | $105,608+116.9% | $145,877+57.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.72% | 225.76%-212.0pp | 116.50%-102.8pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,854 | $3,720-23.3% | $3,167-9.9% | $4,663-38.8% |
| Participant deferral / active EE | $5,954 | $5,711+4.3% | $5,010+18.9% | $6,691-11.0% |
| Admin fee / account holder | $38 | $17,287-99.8% | $11,028-99.7% | $13,402-99.7% |