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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 | $100,191 | $184,000-45.5% | $162,185-38.2% | $152,909-34.5% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.5%+8.5pp |
| Annual return | 22.60% | 150.80%-128.2pp | 115.61%-93.0pp | 345.46%-322.9pp |
| Employer contribution / active EE | $10,567 | $6,370+65.9% | $5,613+88.3% | $4,764+121.8% |
| Participant deferral / active EE | $10,982 | $8,033+36.7% | $7,297+50.5% | $5,851+87.7% |
| Admin fee / account holder | $120 | $13,124-99.1% | $10,844-98.9% | $11,601-99.0% |