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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 | $124,408 | $157,304-20.9% | $141,197-11.9% | $152,909-18.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.86% | 64.34%-48.5pp | 71.41%-55.5pp | 345.46%-329.6pp |
| Employer contribution / active EE | $21,417 | $5,263+307.0% | $4,736+352.2% | $4,764+349.6% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $1 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |