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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 | $127,865 | $115,810+10.4% | $101,271+26.3% | $158,966-19.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.11% | 56.15%-41.0pp | 46.48%-31.4pp | 302.95%-287.8pp |
| Employer contribution / active EE | $18,176 | $4,175+335.3% | $3,660+396.6% | $4,762+281.7% |
| Participant deferral / active EE | $13,000 | $4,958+162.2% | $4,371+197.4% | $5,983+117.3% |
| Admin fee / account holder | $24 | $7,248-99.7% | $5,948-99.6% | $11,250-99.8% |