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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 | $139,968 | $107,353+30.4% | $92,903+50.7% | $152,885-8.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.23% | 145.62%-129.4pp | 109.43%-93.2pp | 345.39%-329.2pp |
| Employer contribution / active EE | $8,736 | $4,222+106.9% | $3,653+139.1% | $4,763+83.4% |
| Participant deferral / active EE | $5,775 | $4,848+19.1% | $4,238+36.3% | $5,851-1.3% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |