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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 | $139,309 | $111,814+24.6% | $103,378+34.8% | $145,978-4.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 139.15% | 24.80%+114.3pp | 24.91%+114.2pp | 550.52%-411.4pp |
| Employer contribution / active EE | $3,085 | $4,215-26.8% | $3,870-20.3% | $4,662-33.8% |
| Participant deferral / active EE | $8,986 | $5,618+59.9% | $5,058+77.7% | $6,690+34.3% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |