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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 | $98,964 | $183,592-46.1% | $155,567-36.4% | $145,959-32.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.55% | 61.24%-40.7pp | 64.74%-44.2pp | 561.95%-541.4pp |
| Employer contribution / active EE | $13,147 | $5,315+147.4% | $4,674+181.3% | $4,661+182.1% |
| Participant deferral / active EE | $10,267 | $6,464+58.8% | $5,628+82.4% | $6,689+53.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |