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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 | $108,295 | $176,402-38.6% | $134,162-19.3% | $158,982-31.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.51% | 63.66%-47.1pp | 36.35%-19.8pp | 302.99%-286.5pp |
| Employer contribution / active EE | $9,837 | $5,042+95.1% | $3,705+165.5% | $4,763+106.5% |
| Participant deferral / active EE | $6,810 | $4,093+66.4% | $3,500+94.6% | $5,983+13.8% |
| Admin fee / account holder | $20 | $8,719-99.8% | $6,685-99.7% | $11,252-99.8% |