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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 | $132,654 | $99,017+34.0% | $86,587+53.2% | $147,585-10.1% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 16.31% | 1312.37%-1296.1pp | 964.86%-948.5pp | 578.56%-562.2pp |
| Employer contribution / active EE | $3,513 | $3,132+12.2% | $2,839+23.7% | $4,876-28.0% |
| Participant deferral / active EE | $8,842 | $3,972+122.6% | $3,609+145.0% | $5,439+62.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |