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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 | $127,548 | $183,627-30.5% | $155,602-18.0% | $145,978-12.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 61.32%-49.8pp | 64.81%-53.3pp | 550.52%-539.0pp |
| Employer contribution / active EE | $12,111 | $5,316+127.8% | $4,675+159.0% | $4,662+159.8% |
| Participant deferral / active EE | $6,436 | $6,466-0.5% | $5,629+14.3% | $6,690-3.8% |
| Admin fee / account holder | $252 | $19,327-98.7% | $15,923-98.4% | $13,400-98.1% |