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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 | $75,515 | $83,337-9.4% | $67,834+11.3% | $273,972-72.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 13.28% | 259.45%-246.2pp | 138.47%-125.2pp | 41.46%-28.2pp |
| Employer contribution / active EE | $6,813 | $3,287+107.3% | $2,403+183.5% | $4,869+39.9% |
| Participant deferral / active EE | $9,309 | $4,088+127.7% | $3,160+194.6% | $5,287+76.1% |
| Admin fee / account holder | $90 | $6,752-98.7% | $4,622-98.1% | $10,133-99.1% |