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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 | $106,947 | $105,200+1.7% | $159,474-32.9% | $85,847+24.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.23% | 45.08%-31.8pp | 263.68%-250.4pp | 318.61%-305.4pp |
| Employer contribution / active EE | $18,330 | $3,319+452.3% | $4,831+279.4% | $2,565+614.5% |
| Participant deferral / active EE | $12,385 | $5,946+108.3% | $7,353+68.4% | $3,952+213.4% |
| Admin fee / account holder | $116 | $6,934-98.3% | $10,802-98.9% | $6,261-98.1% |