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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 | $112,099+4.1% | $95,954+21.6% | $158,931-26.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.16% | 171.12%-160.0pp | 91.62%-80.5pp | 302.86%-291.7pp |
| Employer contribution / active EE | $15,224 | $3,198+376.0% | $2,541+499.1% | $4,761+219.7% |
| Participant deferral / active EE | $15,808 | $4,784+230.4% | $4,167+279.4% | $5,982+164.2% |
| Admin fee / account holder | $18 | $10,132-99.8% | $6,796-99.7% | $11,247-99.8% |