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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 | $100,673 | $209,425-51.9% | $178,499-43.6% | $158,966-36.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.31% | 188.80%-175.5pp | 151.10%-137.8pp | 302.95%-289.6pp |
| Employer contribution / active EE | $7,553 | $5,707+32.3% | $5,011+50.7% | $4,762+58.6% |
| Participant deferral / active EE | $4,700 | $5,955-21.1% | $5,202-9.6% | $5,983-21.4% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |