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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 | $133,511 | $111,878+19.3% | $93,727+42.4% | $145,897-8.5% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 14.51% | 204.28%-189.8pp | 133.83%-119.3pp | 552.29%-537.8pp |
| Employer contribution / active EE | $11,614 | $3,092+275.6% | $2,421+379.7% | $4,663+149.1% |
| Participant deferral / active EE | $8,007 | $4,920+62.7% | $4,417+81.3% | $6,689+19.7% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |