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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 | $77,368 | $144,130-46.3% | $117,861-34.4% | $147,586-47.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.26% | 531.20%-515.9pp | 335.11%-319.8pp | 578.59%-563.3pp |
| Employer contribution / active EE | $14,410 | $4,897+194.3% | $3,786+280.6% | $4,876+195.5% |
| Participant deferral / active EE | $4,504 | $5,316-15.3% | $4,482+0.5% | $5,439-17.2% |
| Admin fee / account holder | $231 | $10,887-97.9% | $8,021-97.1% | $10,886-97.9% |