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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 | $146,913 | $125,193+17.3% | $105,591+39.1% | $145,978+0.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.05% | 225.53%-211.5pp | 116.43%-102.4pp | 550.52%-536.5pp |
| Employer contribution / active EE | $2,038 | $3,718-45.2% | $3,166-35.6% | $4,662-56.3% |
| Participant deferral / active EE | $9,707 | $5,708+70.1% | $5,008+93.8% | $6,690+45.1% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |