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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 | $175,962 | $166,268+5.8% | $165,100+6.6% | $145,897+20.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.64% | 100.52%-87.9pp | 70.21%-57.6pp | 552.29%-539.6pp |
| Employer contribution / active EE | $20,807 | $5,284+293.8% | $4,348+378.5% | $4,663+346.3% |
| Participant deferral / active EE | $6,652 | $6,964-4.5% | $6,035+10.2% | $6,689-0.6% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |