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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 | $101,056 | $148,629-32.0% | $135,982-25.7% | $139,487-27.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.33% | 79.33%-64.0pp | 68.32%-53.0pp | 373.84%-358.5pp |
| Employer contribution / active EE | $7,507 | $5,247+43.1% | $4,859+54.5% | $4,755+57.9% |
| Participant deferral / active EE | $10,657 | $8,102+31.5% | $7,760+37.3% | $6,713+58.8% |
| Admin fee / account holder | $27 | $12,406-99.8% | $10,767-99.7% | $11,407-99.8% |