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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 | $100,116 | $100,1390% | $85,187+17.5% | $145,884-31.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.63% | 84.15%-70.5pp | 66.67%-53.0pp | 551.85%-538.2pp |
| Employer contribution / active EE | $6,912 | $3,238+113.5% | $2,732+153.0% | $4,662+48.2% |
| Participant deferral / active EE | $10,399 | $5,296+96.4% | $4,525+129.8% | $6,690+55.5% |
| Admin fee / account holder | $94 | $7,262-98.7% | $6,162-98.5% | $13,392-99.3% |