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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 | $115,040 | $95,580+20.4% | $76,872+49.7% | $139,466-17.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 26.44% | 55.00%-28.6pp | 37.90%-11.5pp | 373.66%-347.2pp |
| Employer contribution / active EE | $9,429 | $3,145+199.8% | $2,533+272.2% | $4,754+98.3% |
| Participant deferral / active EE | $19,150 | $4,623+314.3% | $3,832+399.7% | $6,712+185.3% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |