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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% | $155,574-39.7% | $145,877-35.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.70% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $13,263 | $5,317+149.5% | $4,676+183.7% | $4,663+184.4% |
| Participant deferral / active EE | $4,253 | $6,466-34.2% | $5,629-24.5% | $6,691-36.4% |
| Admin fee / account holder | $138 | $19,316-99.3% | $15,914-99.1% | $13,402-99.0% |