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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 | $182,528 | $166,268+9.8% | $165,100+10.6% | $145,897+25.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.37% | 100.52%-85.1pp | 70.21%-54.8pp | 552.29%-536.9pp |
| Employer contribution / active EE | $5,100 | $5,284-3.5% | $4,348+17.3% | $4,663+9.4% |
| Participant deferral / active EE | $12,600 | $6,964+80.9% | $6,035+108.8% | $6,689+88.4% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |