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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 | $116,734 | $118,708-1.7% | $98,920+18.0% | $158,982-26.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.34% | 372.49%-356.2pp | 196.47%-180.1pp | 302.99%-286.7pp |
| Employer contribution / active EE | $4,231 | $3,334+26.9% | $2,689+57.3% | $4,763-11.2% |
| Participant deferral / active EE | $3,215 | $5,089-36.8% | $4,245-24.3% | $5,983-46.3% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |