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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 | $117,670 | $89,370+31.7% | $141,197-16.7% | $72,976+61.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.31% | 111.88%-91.6pp | 71.41%-51.1pp | 81.02%-60.7pp |
| Employer contribution / active EE | $6,535 | $3,115+109.8% | $4,736+38.0% | $2,440+167.8% |
| Participant deferral / active EE | $5,535 | $5,419+2.1% | $6,710-17.5% | $3,608+53.4% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |