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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 | $137,337 | $112,121+22.5% | $95,960+43.1% | $158,966-13.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.12% | 171.16%-155.0pp | 91.63%-75.5pp | 302.95%-286.8pp |
| Employer contribution / active EE | $4,250 | $3,199+32.9% | $2,541+67.2% | $4,762-10.8% |
| Participant deferral / active EE | $8,870 | $4,784+85.4% | $4,167+112.9% | $5,983+48.2% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |