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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 | $104,369 | $121,677-14.2% | $104,625-0.2% | $158,966-34.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.05% | 465.58%-447.5pp | 340.60%-322.5pp | 302.95%-284.9pp |
| Employer contribution / active EE | $13,266 | $3,165+319.1% | $2,681+394.7% | $4,762+178.5% |
| Participant deferral / active EE | $8,420 | $4,175+101.7% | $3,738+125.3% | $5,983+40.7% |
| Admin fee / account holder | $128 | $7,777-98.4% | $6,465-98.0% | $11,250-98.9% |