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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 | $136,494 | $100,203+36.2% | $85,240+60.1% | $145,897-6.4% |
| Participation rate | 94.4% | 74.1%+20.3pp | 67.5%+26.9pp | 80.3%+14.1pp |
| Annual return | 10.04% | 84.28%-74.2pp | 66.75%-56.7pp | 552.29%-542.3pp |
| Employer contribution / active EE | $8,697 | $3,242+168.3% | $2,735+217.9% | $4,663+86.5% |
| Participant deferral / active EE | $9,885 | $5,299+86.6% | $4,527+118.4% | $6,689+47.8% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |