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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 | $159,172 | $176,402-9.8% | $134,162+18.6% | $158,982+0.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 46.87% | 63.66%-16.8pp | 36.35%+10.5pp | 302.99%-256.1pp |
| Employer contribution / active EE | $17,205 | $5,042+241.2% | $3,705+364.4% | $4,763+261.2% |
| Participant deferral / active EE | $12,233 | $4,093+198.9% | $3,500+249.6% | $5,983+104.5% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |