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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 | $111,396 | $183,539-39.3% | $155,556-28.4% | $145,897-23.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.25% | 61.31%-47.1pp | 64.84%-50.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $8,363 | $5,315+57.3% | $4,675+78.9% | $4,663+79.4% |
| Participant deferral / active EE | $11,771 | $6,467+82.0% | $5,631+109.1% | $6,689+76.0% |
| Admin fee / account holder | $12 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |