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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 | $88,804 | $125,190-29.1% | $105,624-15.9% | $145,897-39.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.93% | 225.22%-203.3pp | 116.20%-94.3pp | 552.29%-530.4pp |
| Employer contribution / active EE | $9,039 | $3,720+143.0% | $3,168+185.4% | $4,663+93.9% |
| Participant deferral / active EE | $13,678 | $5,716+139.3% | $5,013+172.9% | $6,689+104.5% |
| Admin fee / account holder | $14 | $17,138-99.9% | $10,961-99.9% | $13,390-99.9% |