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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 | $112,859 | $154,193-26.8% | $130,045-13.2% | $139,466-19.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.13% | 32.51%-10.4pp | -137.30%+159.4pp | 373.66%-351.5pp |
| Employer contribution / active EE | $12,618 | $5,292+138.4% | $4,321+192.0% | $4,754+165.4% |
| Participant deferral / active EE | $7,870 | $6,709+17.3% | $5,820+35.2% | $6,712+17.3% |
| Admin fee / account holder | $138 | $13,989-99.0% | $10,600-98.7% | $11,409-98.8% |