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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 | $90,573 | $108,942-16.9% | $100,415-9.8% | $145,897-37.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.70% | 58.27%-46.6pp | 49.47%-37.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $6,690 | $4,422+51.3% | $3,943+69.7% | $4,663+43.5% |
| Participant deferral / active EE | $10,610 | $8,461+25.4% | $8,091+31.1% | $6,689+58.6% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |