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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 | $97,011 | $107,368-9.6% | $92,915+4.4% | $152,909-36.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.65% | 145.64%-124.0pp | 109.45%-87.8pp | 345.46%-323.8pp |
| Employer contribution / active EE | $5,610 | $4,222+32.9% | $3,653+53.5% | $4,764+17.8% |
| Participant deferral / active EE | $5,124 | $4,848+5.7% | $4,238+20.9% | $5,851-12.4% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |