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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 | $129,190 | $102,595+25.9% | $94,057+37.4% | $154,746-16.5% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 25.89% | 583.42%-557.5pp | 480.62%-454.7pp | 172.34%-146.5pp |
| Employer contribution / active EE | $17,030 | $3,147+441.1% | $2,933+480.6% | $4,379+288.9% |
| Participant deferral / active EE | $6,825 | $5,118+33.3% | $4,709+44.9% | $6,730+1.4% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |