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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 | $108,897-30.1% | $100,378-24.2% | $145,877-47.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.59% | 58.17%-45.6pp | 49.41%-36.8pp | 551.28%-538.7pp |
| Employer contribution / active EE | $9,475 | $4,420+114.4% | $3,942+140.4% | $4,663+103.2% |
| Participant deferral / active EE | $7,246 | $8,455-14.3% | $8,087-10.4% | $6,691+8.3% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |