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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 | $145,949 | $112,112+30.2% | $95,956+52.1% | $158,950-8.2% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 11.13% | 171.15%-160.0pp | 91.63%-80.5pp | 302.91%-291.8pp |
| Employer contribution / active EE | $9,300 | $3,199+190.7% | $2,541+266.0% | $4,762+95.3% |
| Participant deferral / active EE | $11,847 | $4,784+147.6% | $4,167+184.3% | $5,983+98.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |