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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 | $95,865 | $107,363-10.7% | $92,909+3.2% | $152,897-37.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.91% | 145.63%-124.7pp | 109.44%-88.5pp | 345.43%-324.5pp |
| Employer contribution / active EE | $8,401 | $4,222+99.0% | $3,653+130.0% | $4,764+76.4% |
| Participant deferral / active EE | $7,031 | $4,848+45.0% | $4,238+65.9% | $5,851+20.2% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |