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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 | $103,552 | $107,363-3.5% | $92,909+11.5% | $152,897-32.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.99% | 145.63%-117.6pp | 109.44%-81.5pp | 345.43%-317.4pp |
| Employer contribution / active EE | $8,288 | $4,222+96.3% | $3,653+126.9% | $4,764+74.0% |
| Participant deferral / active EE | $11,365 | $4,848+134.4% | $4,238+168.2% | $5,851+94.2% |
| Admin fee / account holder | $26 | $7,082-99.6% | $5,795-99.6% | $11,599-99.8% |