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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 | $101,073 | $109,908-8.0% | $97,161+4.0% | $145,978-30.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.83% | 243.80%-233.0pp | 75.36%-64.5pp | 550.52%-539.7pp |
| Employer contribution / active EE | $16,849 | $3,077+447.5% | $2,723+518.7% | $4,662+261.4% |
| Participant deferral / active EE | $14,829 | $4,679+216.9% | $4,265+247.7% | $6,690+121.7% |
| Admin fee / account holder | $24 | $6,213-99.6% | $5,647-99.6% | $13,400-99.8% |