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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 | $126,983 | $115,814+9.6% | $101,275+25.4% | $158,982-20.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.77% | 56.16%-39.4pp | 46.48%-29.7pp | 302.99%-286.2pp |
| Employer contribution / active EE | $9,836 | $4,176+135.6% | $3,660+168.7% | $4,763+106.5% |
| Participant deferral / active EE | $8,211 | $4,958+65.6% | $4,371+87.9% | $5,983+37.2% |
| Admin fee / account holder | $5 | $7,249-99.9% | $5,948-99.9% | $11,252-100.0% |