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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 | $157,830 | $108,912+44.9% | $100,383+57.2% | $145,959+8.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.19% | 57.96%-47.8pp | 49.26%-39.1pp | 561.95%-551.8pp |
| Employer contribution / active EE | $4,622 | $4,423+4.5% | $3,944+17.2% | $4,661-0.8% |
| Participant deferral / active EE | $9,231 | $8,451+9.2% | $8,086+14.2% | $6,689+38.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |