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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 | $160,298 | $152,612+5.0% | $125,192+28.0% | $152,897+4.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.96% | 54.85%-31.9pp | 43.79%-20.8pp | 345.43%-322.5pp |
| Employer contribution / active EE | $17,400 | $4,947+251.7% | $3,866+350.1% | $4,764+265.3% |
| Participant deferral / active EE | $9,519 | $5,868+62.2% | $4,937+92.8% | $5,851+62.7% |
| Admin fee / account holder | $5 | $13,437-100.0% | $9,704-99.9% | $11,599-100.0% |