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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 | $123,069 | $157,304-21.8% | $141,197-12.8% | $152,909-19.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.83% | 64.34%-36.5pp | 71.41%-43.6pp | 345.46%-317.6pp |
| Employer contribution / active EE | $11,670 | $5,263+121.8% | $4,736+146.4% | $4,764+145.0% |
| Participant deferral / active EE | $15,425 | $7,111+116.9% | $6,710+129.9% | $5,851+163.6% |
| Admin fee / account holder | $184 | $12,126-98.5% | $10,265-98.2% | $11,601-98.4% |