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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 | $126,806 | $217,392-41.7% | $185,818-31.8% | $167,497-24.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.60% | 148.37%-132.8pp | 122.06%-106.5pp | 478.62%-463.0pp |
| Employer contribution / active EE | $13,269 | $5,873+125.9% | $5,168+156.8% | $4,838+174.3% |
| Participant deferral / active EE | $18,370 | $6,357+189.0% | $5,568+229.9% | $6,341+189.7% |
| Admin fee / account holder | $21 | $19,813-99.9% | $16,239-99.9% | $12,310-99.8% |