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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 | $159,611 | $95,580+67.0% | $76,872+107.6% | $139,466+14.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.73% | 55.00%-40.3pp | 37.90%-23.2pp | 373.66%-358.9pp |
| Employer contribution / active EE | $6,775 | $3,145+115.4% | $2,533+167.4% | $4,754+42.5% |
| Participant deferral / active EE | $7,910 | $4,623+71.1% | $3,832+106.4% | $6,712+17.9% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |