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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 | $144,799 | $69,248+109.1% | $64,101+125.9% | $139,466+3.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.96% | 45.95%-29.0pp | 33.72%-16.8pp | 373.66%-356.7pp |
| Employer contribution / active EE | $6,910 | $3,185+117.0% | $2,749+151.4% | $4,754+45.4% |
| Participant deferral / active EE | $5,746 | $4,682+22.7% | $3,881+48.1% | $6,712-14.4% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |