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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 | $122,741 | $185,883-34.0% | $170,043-27.8% | $139,466-12.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.75% | 60.54%-37.8pp | 53.40%-30.7pp | 373.66%-350.9pp |
| Employer contribution / active EE | $15,291 | $7,596+101.3% | $6,790+125.2% | $4,754+221.6% |
| Participant deferral / active EE | $12,400 | $11,626+6.7% | $10,410+19.1% | $6,712+84.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |