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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 | $106,925 | $176,105-39.3% | $159,474-33.0% | $167,536-36.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.93% | 331.91%-318.0pp | 263.68%-249.7pp | 478.82%-464.9pp |
| Employer contribution / active EE | $11,998 | $5,299+126.4% | $4,831+148.4% | $4,839+147.9% |
| Participant deferral / active EE | $4,875 | $7,751-37.1% | $7,353-33.7% | $6,342-23.1% |
| Admin fee / account holder | $43 | $12,559-99.7% | $10,802-99.6% | $12,315-99.7% |