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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 | $159,188 | $118,695+34.1% | $98,916+60.9% | $158,950+0.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 39.09% | 372.39%-333.3pp | 196.45%-157.4pp | 302.91%-263.8pp |
| Employer contribution / active EE | $14,985 | $3,333+349.5% | $2,689+457.2% | $4,762+214.7% |
| Participant deferral / active EE | $9,079 | $5,088+78.4% | $4,245+113.9% | $5,983+51.8% |
| Admin fee / account holder | $257 | $10,132-97.5% | $6,642-96.1% | $11,248-97.7% |