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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 | $140,803 | $107,353+31.2% | $92,903+51.6% | $152,885-7.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.24% | 145.62%-123.4pp | 109.43%-87.2pp | 345.39%-323.1pp |
| Employer contribution / active EE | $12,895 | $4,222+205.4% | $3,653+253.0% | $4,763+170.7% |
| Participant deferral / active EE | $15,693 | $4,848+223.7% | $4,238+270.3% | $5,851+168.2% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |