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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 | $150,426 | $227,597-33.9% | $189,575-20.7% | $167,536-10.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.44% | 78.44%-65.0pp | 64.19%-50.8pp | 478.82%-465.4pp |
| Employer contribution / active EE | $14,933 | $5,316+180.9% | $4,412+238.5% | $4,839+208.6% |
| Participant deferral / active EE | $5,420 | $7,002-22.6% | $6,174-12.2% | $6,342-14.5% |
| Admin fee / account holder | $73 | $11,877-99.4% | $9,806-99.3% | $12,315-99.4% |