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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 | $102,991 | $111,785-7.9% | $93,669+10.0% | $145,877-29.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.45% | 203.79%-185.3pp | 133.59%-115.1pp | 551.28%-532.8pp |
| Employer contribution / active EE | $12,760 | $3,096+312.2% | $2,424+426.5% | $4,663+173.6% |
| Participant deferral / active EE | $7,812 | $4,919+58.8% | $4,416+76.9% | $6,691+16.8% |
| Admin fee / account holder | $262 | $10,256-97.4% | $8,291-96.8% | $13,402-98.0% |