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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 | $118,405 | $110,039+7.6% | $97,260+21.7% | $145,884-18.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.66% | 244.44%-236.8pp | 75.54%-67.9pp | 551.85%-544.2pp |
| Employer contribution / active EE | $9,620 | $3,074+212.9% | $2,721+253.5% | $4,662+106.3% |
| Participant deferral / active EE | $5,300 | $4,674+13.4% | $4,262+24.4% | $6,690-20.8% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |