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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 | $127,884 | $157,304-18.7% | $141,197-9.4% | $152,909-16.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.20% | 64.34%-44.1pp | 71.41%-51.2pp | 345.46%-325.3pp |
| Employer contribution / active EE | $9,658 | $5,263+83.5% | $4,736+103.9% | $4,764+102.7% |
| Participant deferral / active EE | $25,000 | $7,111+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $120 | $12,126-99.0% | $10,265-98.8% | $11,601-99.0% |