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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 | $116,981 | $112,131+4.3% | $95,964+21.9% | $158,982-26.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.60% | 171.19%-156.6pp | 91.64%-77.0pp | 302.99%-288.4pp |
| Employer contribution / active EE | $5,598 | $3,199+75.0% | $2,541+120.3% | $4,763+17.5% |
| Participant deferral / active EE | $5,331 | $4,784+11.4% | $4,167+27.9% | $5,983-10.9% |
| Admin fee / account holder | $9 | $10,136-99.9% | $6,797-99.9% | $11,252-99.9% |