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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 | $89,619 | $148,623-39.7% | $135,974-34.1% | $139,466-35.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 68.57% | 79.30%-10.7pp | 68.30%+0.3pp | 373.66%-305.1pp |
| Employer contribution / active EE | $14,077 | $5,246+168.3% | $4,859+189.7% | $4,754+196.1% |
| Participant deferral / active EE | $16,969 | $8,103+109.4% | $7,760+118.7% | $6,712+152.8% |
| Admin fee / account holder | $26 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |