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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 | $116,725 | $112,131+4.1% | $95,964+21.6% | $158,982-26.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.16% | 171.19%-160.0pp | 91.64%-80.5pp | 302.99%-291.8pp |
| Employer contribution / active EE | $15,224 | $3,199+375.9% | $2,541+499.1% | $4,763+219.6% |
| Participant deferral / active EE | $15,808 | $4,784+230.4% | $4,167+279.4% | $5,983+164.2% |
| Admin fee / account holder | $18 | $10,136-99.8% | $6,797-99.7% | $11,252-99.8% |