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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 | $102,694 | $115,814-11.3% | $101,275+1.4% | $158,982-35.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.90% | 56.16%-33.3pp | 46.48%-23.6pp | 302.99%-280.1pp |
| Employer contribution / active EE | $10,386 | $4,176+148.7% | $3,660+183.8% | $4,763+118.1% |
| Participant deferral / active EE | $6,446 | $4,958+30.0% | $4,371+47.5% | $5,983+7.7% |
| Admin fee / account holder | $299 | $7,249-95.9% | $5,948-95.0% | $11,252-97.3% |