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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 | $166,077 | $166,1310% | $164,975+0.7% | $145,877+13.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 100.92% | 100.37%+0.5pp | 70.12%+30.8pp | 551.28%-450.4pp |
| Employer contribution / active EE | $12,496 | $5,276+136.9% | $4,343+187.8% | $4,663+168.0% |
| Participant deferral / active EE | $15,069 | $6,962+116.4% | $6,033+149.7% | $6,691+125.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |