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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 | $103,754 | $115,810-10.4% | $101,271+2.5% | $158,966-34.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.58% | 56.15%-39.6pp | 46.48%-29.9pp | 302.95%-286.4pp |
| Employer contribution / active EE | $8,125 | $4,175+94.6% | $3,660+122.0% | $4,762+70.6% |
| Participant deferral / active EE | $14,707 | $4,958+196.6% | $4,371+236.5% | $5,983+145.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |