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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 | $108,922+1.9% | $100,398+10.6% | $145,978-23.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.70% | 58.04%-40.3pp | 49.32%-31.6pp | 550.52%-532.8pp |
| Employer contribution / active EE | $20,420 | $4,426+361.4% | $3,946+417.5% | $4,662+338.0% |
| Participant deferral / active EE | $0 | $8,450-100.0% | $8,084-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |