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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 | $105,304 | $115,814-9.1% | $101,275+4.0% | $158,982-33.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.44% | 56.16%-34.7pp | 46.48%-25.0pp | 302.99%-281.6pp |
| Employer contribution / active EE | $12,700 | $4,176+204.2% | $3,660+247.0% | $4,763+166.7% |
| Participant deferral / active EE | $6,944 | $4,958+40.1% | $4,371+58.9% | $5,983+16.1% |
| Admin fee / account holder | $49 | $7,249-99.3% | $5,948-99.2% | $11,252-99.6% |