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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 | $102,396 | $157,304-34.9% | $141,197-27.5% | $152,909-33.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.91% | 64.34%-48.4pp | 71.41%-55.5pp | 345.46%-329.6pp |
| Employer contribution / active EE | $10,087 | $5,263+91.7% | $4,736+113.0% | $4,764+111.7% |
| Participant deferral / active EE | $9,086 | $7,111+27.8% | $6,710+35.4% | $5,851+55.3% |
| Admin fee / account holder | $114 | $12,126-99.1% | $10,265-98.9% | $11,601-99.0% |