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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 | $152,823 | $108,882+40.4% | $96,754+58.0% | $154,746-1.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.70% | 98.39%-83.7pp | 82.04%-67.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $8,315 | $3,018+175.5% | $2,679+210.4% | $4,379+89.9% |
| Participant deferral / active EE | $18,543 | $5,323+248.4% | $4,758+289.7% | $6,730+175.5% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |