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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 | $104,066 | $109,372-4.9% | $89,414+16.4% | $158,966-34.5% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 17.52% | 345.55%-328.0pp | 245.50%-228.0pp | 302.95%-285.4pp |
| Employer contribution / active EE | $4,264 | $3,171+34.4% | $2,586+64.9% | $4,762-10.5% |
| Participant deferral / active EE | $9,258 | $4,598+101.3% | $3,890+138.0% | $5,983+54.7% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |