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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 | $139,132 | $112,131+24.1% | $95,964+45.0% | $158,982-12.5% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+8.9pp |
| Annual return | 19.80% | 171.19%-151.4pp | 91.64%-71.8pp | 302.99%-283.2pp |
| Employer contribution / active EE | $3,415 | $3,199+6.8% | $2,541+34.4% | $4,763-28.3% |
| Participant deferral / active EE | $10,142 | $4,784+112.0% | $4,167+143.4% | $5,983+69.5% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |