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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 | $149,603 | $107,368+39.3% | $92,915+61.0% | $152,909-2.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.34% | 145.64%-125.3pp | 109.45%-89.1pp | 345.46%-325.1pp |
| Employer contribution / active EE | $9,761 | $4,222+131.2% | $3,653+167.2% | $4,764+104.9% |
| Participant deferral / active EE | $8,144 | $4,848+68.0% | $4,238+92.2% | $5,851+39.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |