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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 | $196,529 | $144,130+36.4% | $117,861+66.7% | $147,586+33.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 12.65% | 531.20%-518.5pp | 335.11%-322.5pp | 578.59%-565.9pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,844 | $5,316+104.0% | $4,482+141.9% | $5,439+99.4% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |