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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 | $136,639 | $166,131-17.8% | $164,975-17.2% | $145,877-6.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 14.74% | 100.37%-85.6pp | 70.12%-55.4pp | 551.28%-536.5pp |
| Employer contribution / active EE | $6,382 | $5,276+21.0% | $4,343+47.0% | $4,663+36.9% |
| Participant deferral / active EE | $13,364 | $6,962+92.0% | $6,033+121.5% | $6,691+99.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |