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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 | $128,773 | $108,912+18.2% | $100,383+28.3% | $145,959-11.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.59% | 57.96%-41.4pp | 49.26%-32.7pp | 561.95%-545.4pp |
| Employer contribution / active EE | $6,230 | $4,423+40.9% | $3,944+58.0% | $4,661+33.7% |
| Participant deferral / active EE | $10,831 | $8,451+28.2% | $8,086+33.9% | $6,689+61.9% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |