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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 | $153,639 | $109,904+39.8% | $97,167+58.1% | $145,959+5.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.55% | 243.43%-231.9pp | 75.27%-63.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $5,950 | $3,084+92.9% | $2,729+118.0% | $4,661+27.7% |
| Participant deferral / active EE | $7,053 | $4,676+50.8% | $4,264+65.4% | $6,689+5.4% |
| Admin fee / account holder | $231 | $6,216-96.3% | $5,650-95.9% | $13,398-98.3% |