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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 | $109,089 | $100,203+8.9% | $85,240+28.0% | $145,897-25.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 110.66% | 84.28%+26.4pp | 66.75%+43.9pp | 552.29%-441.6pp |
| Employer contribution / active EE | $2,924 | $3,242-9.8% | $2,735+6.9% | $4,663-37.3% |
| Participant deferral / active EE | $13,170 | $5,299+148.6% | $4,527+190.9% | $6,689+96.9% |
| Admin fee / account holder | $95 | $7,265-98.7% | $6,165-98.5% | $13,390-99.3% |