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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 | $125,193-29.1% | $105,591-15.9% | $145,978-39.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.93% | 225.53%-203.6pp | 116.43%-94.5pp | 550.52%-528.6pp |
| Employer contribution / active EE | $9,039 | $3,718+143.1% | $3,166+185.5% | $4,662+93.9% |
| Participant deferral / active EE | $13,678 | $5,708+139.6% | $5,008+173.1% | $6,690+104.5% |
| Admin fee / account holder | $14 | $17,277-99.9% | $11,024-99.9% | $13,400-99.9% |