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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 | $101,680 | $108,922-6.6% | $100,398+1.3% | $145,978-30.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.13% | 58.04%-42.9pp | 49.32%-34.2pp | 550.52%-535.4pp |
| Employer contribution / active EE | $19,433 | $4,426+339.1% | $3,946+392.5% | $4,662+316.9% |
| Participant deferral / active EE | $12,324 | $8,450+45.9% | $8,084+52.5% | $6,690+84.2% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |