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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 | $105,389 | $125,778-16.2% | $114,563-8.0% | $154,746-31.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 18.73% | 295.14%-276.4pp | 241.09%-222.4pp | 172.34%-153.6pp |
| Employer contribution / active EE | $3,801 | $2,806+35.5% | $2,592+46.6% | $4,379-13.2% |
| Participant deferral / active EE | $17,294 | $4,445+289.1% | $4,142+317.5% | $6,730+157.0% |
| Admin fee / account holder | $73 | $8,190-99.1% | $7,623-99.0% | $14,365-99.5% |