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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 | $166,0200% | $164,866+0.7% | $145,959+13.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 100.92% | 100.08%+0.8pp | 69.97%+30.9pp | 561.95%-461.0pp |
| Employer contribution / active EE | $12,496 | $5,275+136.9% | $4,343+187.8% | $4,661+168.1% |
| Participant deferral / active EE | $15,069 | $6,961+116.5% | $6,033+149.8% | $6,689+125.3% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |