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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 | $142,564 | $98,240+45.1% | $82,313+73.2% | $147,585-3.4% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 72.33% | 30.85%+41.5pp | 25.88%+46.5pp | 578.58%-506.3pp |
| Employer contribution / active EE | $14,049 | $3,192+340.2% | $2,428+478.6% | $4,876+188.1% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16 | $8,563-99.8% | $5,608-99.7% | $10,886-99.8% |