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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 | $104,857 | $166,268-36.9% | $165,100-36.5% | $145,897-28.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.43% | 100.52%-91.1pp | 70.21%-60.8pp | 552.29%-542.9pp |
| Employer contribution / active EE | $10,248 | $5,284+94.0% | $4,348+135.7% | $4,663+119.8% |
| Participant deferral / active EE | $12,100 | $6,964+73.7% | $6,035+100.5% | $6,689+80.9% |
| Admin fee / account holder | $133 | $16,659-99.2% | $12,696-99.0% | $13,390-99.0% |