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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 | $101,520 | $148,582-31.7% | $135,942-25.3% | $139,456-27.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.39% | 79.26%-57.9pp | 68.28%-46.9pp | 373.45%-352.1pp |
| Employer contribution / active EE | $11,509 | $5,245+119.4% | $4,858+136.9% | $4,753+142.2% |
| Participant deferral / active EE | $7,885 | $8,101-2.7% | $7,759+1.6% | $6,711+17.5% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |