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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 | $124,504 | $144,130-13.6% | $117,861+5.6% | $147,586-15.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.27% | 531.20%-516.9pp | 335.11%-320.8pp | 578.59%-564.3pp |
| Employer contribution / active EE | $9,345 | $4,897+90.8% | $3,786+146.8% | $4,876+91.6% |
| Participant deferral / active EE | $8,050 | $5,316+51.4% | $4,482+79.6% | $5,439+48.0% |
| Admin fee / account holder | $92 | $10,887-99.2% | $8,021-98.8% | $10,886-99.2% |