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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 | $118,372 | $114,130+3.7% | $96,192+23.1% | $167,553-29.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.18% | 190.07%-172.9pp | 192.09%-174.9pp | 478.89%-461.7pp |
| Employer contribution / active EE | $6,796 | $3,431+98.1% | $2,799+142.8% | $4,840+40.4% |
| Participant deferral / active EE | $14,096 | $5,198+171.2% | $4,351+224.0% | $6,343+122.2% |
| Admin fee / account holder | $20 | $6,901-99.7% | $5,539-99.6% | $12,316-99.8% |