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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 | $108,971 | $104,953+3.8% | $84,637+28.8% | $152,909-28.7% |
| Participation rate | 89.5% | 74.8%+14.6pp | 68.2%+21.2pp | 82.5%+7.0pp |
| Annual return | 13.95% | 373.94%-360.0pp | 258.82%-244.9pp | 345.46%-331.5pp |
| Employer contribution / active EE | $7,236 | $3,304+119.0% | $2,653+172.7% | $4,764+51.9% |
| Participant deferral / active EE | $5,596 | $4,691+19.3% | $3,900+43.5% | $5,851-4.4% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |