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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 | $119,648 | $154,209-22.4% | $130,062-8.0% | $139,487-14.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.14% | 32.52%-14.4pp | -137.37%+155.5pp | 373.84%-355.7pp |
| Employer contribution / active EE | $11,788 | $5,292+122.7% | $4,322+172.7% | $4,755+147.9% |
| Participant deferral / active EE | $11,566 | $6,709+72.4% | $5,821+98.7% | $6,713+72.3% |
| Admin fee / account holder | $159 | $13,988-98.9% | $10,601-98.5% | $11,407-98.6% |