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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 | $118,694 | $106,008+12.0% | $92,240+28.7% | $147,586-19.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.53% | 50.05%-34.5pp | 176.29%-160.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $12,026 | $4,333+177.5% | $3,680+226.8% | $4,876+146.6% |
| Participant deferral / active EE | $12,000 | $4,478+168.0% | $3,897+207.9% | $5,439+120.6% |
| Admin fee / account holder | $159 | $6,333-97.5% | $5,194-96.9% | $10,886-98.5% |