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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 | $150,336 | $100,792+49.2% | $86,691+73.4% | $134,509+11.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.71% | 29.08%-46.8pp | 35.94%-53.7pp | 418.13%-435.8pp |
| Employer contribution / active EE | $21,889 | $3,491+527.1% | $2,837+671.6% | $4,741+361.7% |
| Participant deferral / active EE | $18,867 | $5,339+253.4% | $4,656+305.2% | $6,400+194.8% |
| Admin fee / account holder | $15 | $10,924-99.9% | $7,492-99.8% | $11,427-99.9% |