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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 | $77,080 | $81,696-5.7% | $70,494+9.3% | $158,982-51.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.10% | 208.70%-190.6pp | 109.16%-91.1pp | 302.99%-284.9pp |
| Employer contribution / active EE | $6,880 | $3,220+113.7% | $2,738+151.3% | $4,763+44.5% |
| Participant deferral / active EE | $9,078 | $4,558+99.2% | $3,711+144.6% | $5,983+51.7% |
| Admin fee / account holder | $41 | $6,200-99.3% | $3,848-98.9% | $11,252-99.6% |