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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 | $147,819 | $125,184+18.1% | $105,607+40.0% | $145,884+1.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.56% | 225.00%-213.4pp | 116.11%-104.5pp | 551.85%-540.3pp |
| Employer contribution / active EE | $7,633 | $3,720+105.2% | $3,167+141.0% | $4,662+63.7% |
| Participant deferral / active EE | $5,762 | $5,714+0.8% | $5,011+15.0% | $6,690-13.9% |
| Admin fee / account holder | $43 | $17,133-99.8% | $10,958-99.6% | $13,392-99.7% |