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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 | $116,518 | $109,344+6.6% | $89,400+30.3% | $158,950-26.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 23.96% | 345.73%-321.8pp | 245.64%-221.7pp | 302.91%-278.9pp |
| Employer contribution / active EE | $11,757 | $3,170+270.8% | $2,586+354.6% | $4,762+146.9% |
| Participant deferral / active EE | $8,657 | $4,599+88.2% | $3,890+122.5% | $5,983+44.7% |
| Admin fee / account holder | $33 | $6,154-99.5% | $4,882-99.3% | $11,248-99.7% |