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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 | $111,970 | $109,344+2.4% | $89,400+25.2% | $158,950-29.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.98% | 345.73%-331.7pp | 245.64%-231.7pp | 302.91%-288.9pp |
| Employer contribution / active EE | $11,082 | $3,170+249.6% | $2,586+328.6% | $4,762+132.7% |
| Participant deferral / active EE | $3,369 | $4,599-26.8% | $3,890-13.4% | $5,983-43.7% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |