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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 | $141,309 | $202,463-30.2% | $169,397-16.6% | $139,487+1.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 29.69% | 532.64%-503.0pp | 406.23%-376.5pp | 373.84%-344.2pp |
| Employer contribution / active EE | $11,424 | $4,694+143.4% | $4,013+184.7% | $4,755+140.3% |
| Participant deferral / active EE | $11,087 | $6,941+59.7% | $6,223+78.2% | $6,713+65.2% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |