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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 | $143,456 | $112,131+27.9% | $95,964+49.5% | $158,982-9.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.68% | 171.19%-160.5pp | 91.64%-81.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $4,560 | $3,199+42.5% | $2,541+79.4% | $4,763-4.3% |
| Participant deferral / active EE | $19,000 | $4,784+297.2% | $4,167+356.0% | $5,983+217.5% |
| Admin fee / account holder | $63 | $10,136-99.4% | $6,797-99.1% | $11,252-99.4% |