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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 | $110,403 | $175,259-37.0% | $149,723-26.3% | $139,487-20.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.91% | 166.82%-144.9pp | 134.50%-112.6pp | 373.84%-351.9pp |
| Employer contribution / active EE | $10,641 | $5,478+94.2% | $4,821+120.7% | $4,755+123.8% |
| Participant deferral / active EE | $7,780 | $6,522+19.3% | $5,682+36.9% | $6,713+15.9% |
| Admin fee / account holder | $189 | $16,158-98.8% | $13,215-98.6% | $11,407-98.3% |