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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 | $99,902 | $198,462-49.7% | $170,439-41.4% | $147,585-32.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.26% | 257.30%-247.0pp | 205.94%-195.7pp | 578.58%-568.3pp |
| Employer contribution / active EE | $13,067 | $6,184+111.3% | $5,433+140.5% | $4,876+168.0% |
| Participant deferral / active EE | $6,369 | $5,629+13.1% | $4,939+28.9% | $5,439+17.1% |
| Admin fee / account holder | $257 | $16,852-98.5% | $13,881-98.2% | $10,886-97.6% |