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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 | $129,867 | $166,131-21.8% | $164,975-21.3% | $145,877-11.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.09% | 100.37%-83.3pp | 70.12%-53.0pp | 551.28%-534.2pp |
| Employer contribution / active EE | $17,161 | $5,276+225.3% | $4,343+295.2% | $4,663+268.0% |
| Participant deferral / active EE | $11,268 | $6,962+61.8% | $6,033+86.8% | $6,691+68.4% |
| Admin fee / account holder | $17 | $16,648-99.9% | $12,688-99.9% | $13,402-99.9% |