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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 | $93,838 | $183,592-48.9% | $155,567-39.7% | $145,959-35.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.70% | 61.24%-48.5pp | 64.74%-52.0pp | 561.95%-549.3pp |
| Employer contribution / active EE | $13,263 | $5,315+149.6% | $4,674+183.8% | $4,661+184.6% |
| Participant deferral / active EE | $4,253 | $6,464-34.2% | $5,628-24.4% | $6,689-36.4% |
| Admin fee / account holder | $138 | $19,318-99.3% | $15,916-99.1% | $13,398-99.0% |