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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 | $75,977 | $165,584-54.1% | $142,942-46.8% | $137,256-44.6% |
| Participation rate | 90.9% | 80.1%+10.8pp | 76.8%+14.1pp | 80.0%+10.9pp |
| Annual return | 63.51% | 164.22%-100.7pp | 113.70%-50.2pp | 220.34%-156.8pp |
| Employer contribution / active EE | $17,396 | $4,725+268.1% | $4,139+320.3% | $4,156+318.6% |
| Participant deferral / active EE | $15,297 | $8,194+86.7% | $7,128+114.6% | $6,407+138.8% |
| Admin fee / account holder | $0 | $16,167-100.0% | $12,475-100.0% | $12,270-100.0% |