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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 | $197,599 | $132,634+49.0% | $115,768+70.7% | $137,256+44.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.80% | 160.70%-144.9pp | 100.46%-84.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $6,966 | $3,360+107.3% | $2,940+136.9% | $4,156+67.6% |
| Participant deferral / active EE | $6,200 | $5,619+10.3% | $4,917+26.1% | $6,407-3.2% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |