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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 | $106,730 | $150,435-29.1% | $120,580-11.5% | $145,897-26.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 14.77% | 154.60%-139.8pp | 107.48%-92.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $6,787 | $4,352+55.9% | $3,469+95.6% | $4,663+45.6% |
| Participant deferral / active EE | $7,307 | $6,174+18.4% | $4,995+46.3% | $6,689+9.2% |
| Admin fee / account holder | $162 | $12,182-98.7% | $9,418-98.3% | $13,390-98.8% |