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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 | $107,106 | $289,211-63.0% | $260,467-58.9% | $198,609-46.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 16.28% | 112.90%-96.6pp | 100.60%-84.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $5,750 | $4,663+23.3% | $4,239+35.7% | $5,055+13.7% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |