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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 | $98,747 | $217,427-54.6% | $185,837-46.9% | $167,518-41.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.77% | 148.39%-135.6pp | 122.08%-109.3pp | 478.71%-465.9pp |
| Employer contribution / active EE | $9,922 | $5,874+68.9% | $5,168+92.0% | $4,838+105.1% |
| Participant deferral / active EE | $5,157 | $6,357-18.9% | $5,568-7.4% | $6,342-18.7% |
| Admin fee / account holder | $5 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |