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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 | $114,941 | $202,463-43.2% | $169,397-32.1% | $139,487-17.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.34% | 532.64%-513.3pp | 406.23%-386.9pp | 373.84%-354.5pp |
| Employer contribution / active EE | $7,883 | $4,694+67.9% | $4,013+96.4% | $4,755+65.8% |
| Participant deferral / active EE | $9,909 | $6,941+42.8% | $6,223+59.2% | $6,713+47.6% |
| Admin fee / account holder | $141 | $10,726-98.7% | $9,017-98.4% | $11,407-98.8% |