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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 | $101,142 | $202,460-50.0% | $169,385-40.3% | $139,456-27.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 22.82% | 532.07%-509.2pp | 405.82%-383.0pp | 373.45%-350.6pp |
| Employer contribution / active EE | $9,994 | $4,691+113.0% | $4,012+149.1% | $4,753+110.3% |
| Participant deferral / active EE | $9,175 | $6,938+32.2% | $6,221+47.5% | $6,711+36.7% |
| Admin fee / account holder | $128 | $10,719-98.8% | $9,011-98.6% | $11,407-98.9% |