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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 | $145,158 | $112,131+29.5% | $95,964+51.3% | $158,982-8.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.40% | 171.19%-154.8pp | 91.64%-75.2pp | 302.99%-286.6pp |
| Employer contribution / active EE | $9,005 | $3,199+181.5% | $2,541+254.3% | $4,763+89.1% |
| Participant deferral / active EE | $5,583 | $4,784+16.7% | $4,167+34.0% | $5,983-6.7% |
| Admin fee / account holder | $20 | $10,136-99.8% | $6,797-99.7% | $11,252-99.8% |