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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 | $178,129 | $166,268+7.1% | $165,100+7.9% | $145,897+22.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.56% | 100.52%-89.0pp | 70.21%-58.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $5,280 | $5,284-0.1% | $4,348+21.4% | $4,663+13.2% |
| Participant deferral / active EE | $11,703 | $6,964+68.0% | $6,035+93.9% | $6,689+74.9% |
| Admin fee / account holder | $30 | $16,659-99.8% | $12,696-99.8% | $13,390-99.8% |