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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 | $121,109 | $112,131+8.0% | $95,964+26.2% | $158,982-23.8% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 15.07% | 171.19%-156.1pp | 91.64%-76.6pp | 302.99%-287.9pp |
| Employer contribution / active EE | $8,170 | $3,199+155.4% | $2,541+221.5% | $4,763+71.5% |
| Participant deferral / active EE | $4,648 | $4,784-2.8% | $4,167+11.5% | $5,983-22.3% |
| Admin fee / account holder | $117 | $10,136-98.8% | $6,797-98.3% | $11,252-99.0% |