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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 | $105,067 | $167,030-37.1% | $135,768-22.6% | $155,188-32.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.41% | 678.39%-658.0pp | 526.10%-505.7pp | 148.84%-128.4pp |
| Employer contribution / active EE | $6,146 | $4,132+48.7% | $3,394+81.1% | $4,248+44.7% |
| Participant deferral / active EE | $10,816 | $4,528+138.9% | $3,977+172.0% | $6,531+65.6% |
| Admin fee / account holder | $107 | $8,172-98.7% | $7,048-98.5% | $14,480-99.3% |