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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 | $162,822 | $90,509+79.9% | $78,693+106.9% | $273,968-40.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.87% | 75.61%-63.7pp | 62.18%-50.3pp | 41.45%-29.6pp |
| Employer contribution / active EE | $24,258 | $3,175+664.0% | $2,850+751.1% | $4,869+398.2% |
| Participant deferral / active EE | $12,623 | $3,901+223.6% | $3,517+258.9% | $5,287+138.8% |
| Admin fee / account holder | $12 | $5,264-99.8% | $4,511-99.7% | $10,132-99.9% |