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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 | $82,980 | $134,817-38.4% | $123,973-33.1% | $155,188-46.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.30% | 515.49%-499.2pp | 388.13%-371.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $15,339 | $4,425+246.6% | $4,126+271.8% | $4,248+261.1% |
| Participant deferral / active EE | $14,905 | $5,706+161.2% | $5,247+184.1% | $6,531+128.2% |
| Admin fee / account holder | $66 | $13,245-99.5% | $11,799-99.4% | $14,480-99.5% |