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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 | $99,045 | $202,463-51.1% | $169,397-41.5% | $139,487-29.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.09% | 532.64%-514.6pp | 406.23%-388.1pp | 373.84%-355.8pp |
| Employer contribution / active EE | $8,395 | $4,694+78.8% | $4,013+109.2% | $4,755+76.6% |
| Participant deferral / active EE | $5,783 | $6,941-16.7% | $6,223-7.1% | $6,713-13.8% |
| Admin fee / account holder | $239 | $10,726-97.8% | $9,017-97.3% | $11,407-97.9% |