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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 | $163,556 | $121,637+34.5% | $104,605+56.4% | $158,931+2.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.41% | 465.32%-450.9pp | 340.46%-326.1pp | 302.86%-288.5pp |
| Employer contribution / active EE | $15,678 | $3,163+395.6% | $2,681+484.9% | $4,761+229.3% |
| Participant deferral / active EE | $6,829 | $4,177+63.5% | $3,739+82.6% | $5,982+14.1% |
| Admin fee / account holder | $0 | $7,788-100.0% | $6,473-100.0% | $11,247-100.0% |