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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 | $196,051 | $108,912+80.0% | $100,383+95.3% | $145,959+34.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.33% | 57.96%-44.6pp | 49.26%-35.9pp | 561.95%-548.6pp |
| Employer contribution / active EE | $14,256 | $4,423+222.3% | $3,944+261.5% | $4,661+205.9% |
| Participant deferral / active EE | $11,392 | $8,451+34.8% | $8,086+40.9% | $6,689+70.3% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |