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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 | $145,562 | $112,112+29.8% | $95,956+51.7% | $158,950-8.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.36% | 171.15%-152.8pp | 91.63%-73.3pp | 302.91%-284.6pp |
| Employer contribution / active EE | $12,169 | $3,199+280.4% | $2,541+378.9% | $4,762+155.6% |
| Participant deferral / active EE | $8,523 | $4,784+78.2% | $4,167+104.6% | $5,983+42.5% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |