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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 | $166,020-36.8% | $164,866-36.4% | $145,959-28.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.43% | 100.08%-90.7pp | 69.97%-60.5pp | 561.95%-552.5pp |
| Employer contribution / active EE | $10,248 | $5,275+94.3% | $4,343+136.0% | $4,661+119.9% |
| Participant deferral / active EE | $12,100 | $6,961+73.8% | $6,033+100.6% | $6,689+80.9% |
| Admin fee / account holder | $133 | $16,644-99.2% | $12,689-99.0% | $13,398-99.0% |