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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 | $189,684 | $160,070+18.5% | $147,117+28.9% | $145,897+30.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.11% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,747 | $5,285-48.0% | $4,932-44.3% | $4,663-41.1% |
| Participant deferral / active EE | $11,646 | $8,419+38.3% | $8,065+44.4% | $6,689+74.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |