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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 | $157,062 | $112,131+40.1% | $95,964+63.7% | $158,982-1.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 29.27% | 171.19%-141.9pp | 91.64%-62.4pp | 302.99%-273.7pp |
| Employer contribution / active EE | $7,696 | $3,199+140.6% | $2,541+202.8% | $4,763+61.6% |
| Participant deferral / active EE | $9,596 | $4,784+100.6% | $4,167+130.3% | $5,983+60.4% |
| Admin fee / account holder | $30 | $10,136-99.7% | $6,797-99.6% | $11,252-99.7% |