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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 | $125,246 | $217,427-42.4% | $185,837-32.6% | $167,518-25.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.61% | 148.39%-131.8pp | 122.08%-105.5pp | 478.71%-462.1pp |
| Employer contribution / active EE | $11,385 | $5,874+93.8% | $5,168+120.3% | $4,838+135.3% |
| Participant deferral / active EE | $9,798 | $6,357+54.1% | $5,568+76.0% | $6,342+54.5% |
| Admin fee / account holder | $239 | $19,816-98.8% | $16,241-98.5% | $12,312-98.1% |