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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 | $76,100 | $108,912-30.1% | $100,383-24.2% | $145,959-47.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.59% | 57.96%-45.4pp | 49.26%-36.7pp | 561.95%-549.4pp |
| Employer contribution / active EE | $9,475 | $4,423+114.2% | $3,944+140.3% | $4,661+103.3% |
| Participant deferral / active EE | $7,246 | $8,451-14.3% | $8,086-10.4% | $6,689+8.3% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |