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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 | $91,572 | $112,131-18.3% | $95,964-4.6% | $158,982-42.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.60% | 171.19%-153.6pp | 91.64%-74.0pp | 302.99%-285.4pp |
| Employer contribution / active EE | $9,692 | $3,199+203.0% | $2,541+281.4% | $4,763+103.5% |
| Participant deferral / active EE | $7,924 | $4,784+65.6% | $4,167+90.2% | $5,983+32.4% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |