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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 | $120,858 | $69,248+74.5% | $64,101+88.5% | $139,466-13.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.14% | 45.95%-33.8pp | 33.72%-21.6pp | 373.66%-361.5pp |
| Employer contribution / active EE | $6,994 | $3,185+119.6% | $2,749+154.5% | $4,754+47.1% |
| Participant deferral / active EE | $7,751 | $4,682+65.5% | $3,881+99.7% | $6,712+15.5% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |