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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 | $111,040 | $108,912+2.0% | $100,383+10.6% | $145,959-23.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.70% | 57.96%-40.3pp | 49.26%-31.6pp | 561.95%-544.2pp |
| Employer contribution / active EE | $20,420 | $4,423+361.7% | $3,944+417.8% | $4,661+338.1% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |