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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 | $156,829 | $109,411+43.3% | $89,435+75.4% | $158,982-1.4% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 15.21% | 345.68%-330.5pp | 245.55%-230.3pp | 302.99%-287.8pp |
| Employer contribution / active EE | $4,072 | $3,173+28.4% | $2,587+57.4% | $4,763-14.5% |
| Participant deferral / active EE | $7,822 | $4,600+70.1% | $3,890+101.1% | $5,983+30.7% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |