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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 | $92,447 | $72,269+27.9% | $101,271-8.7% | $79,852+15.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 107.88% | 22.29%+85.6pp | 46.48%+61.4pp | 31.72%+76.2pp |
| Employer contribution / active EE | $8,639 | $2,692+220.9% | $3,660+136.0% | $2,471+249.6% |
| Participant deferral / active EE | $3,657 | $3,282+11.4% | $4,371-16.3% | $3,740-2.2% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |