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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 | $107,527 | $175,231-38.6% | $149,696-28.2% | $139,466-22.9% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 18.22% | 166.77%-148.6pp | 134.46%-116.2pp | 373.66%-355.4pp |
| Employer contribution / active EE | $9,803 | $5,478+78.9% | $4,821+103.3% | $4,754+106.2% |
| Participant deferral / active EE | $7,479 | $6,521+14.7% | $5,682+31.6% | $6,712+11.4% |
| Admin fee / account holder | $229 | $16,155-98.6% | $13,212-98.3% | $11,409-98.0% |