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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 | $56,357 | $148,629-62.1% | $135,982-58.6% | $139,487-59.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.76% | 79.33%-51.6pp | 68.32%-40.6pp | 373.84%-346.1pp |
| Employer contribution / active EE | $19,342 | $5,247+268.7% | $4,859+298.1% | $4,755+306.8% |
| Participant deferral / active EE | $20,645 | $8,102+154.8% | $7,760+166.0% | $6,713+207.6% |
| Admin fee / account holder | $83 | $12,406-99.3% | $10,767-99.2% | $11,407-99.3% |