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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 | $98,294 | $107,368-8.5% | $92,915+5.8% | $152,909-35.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.83% | 145.64%-125.8pp | 109.45%-89.6pp | 345.46%-325.6pp |
| Employer contribution / active EE | $5,030 | $4,222+19.1% | $3,653+37.7% | $4,764+5.6% |
| Participant deferral / active EE | $6,480 | $4,848+33.7% | $4,238+52.9% | $5,851+10.8% |
| Admin fee / account holder | $9 | $7,082-99.9% | $5,796-99.8% | $11,601-99.9% |