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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 | $133,809 | $227,597-41.2% | $189,575-29.4% | $167,536-20.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.43% | 78.44%-64.0pp | 64.19%-49.8pp | 478.82%-464.4pp |
| Employer contribution / active EE | $9,290 | $5,316+74.7% | $4,412+110.6% | $4,839+92.0% |
| Participant deferral / active EE | $9,881 | $7,002+41.1% | $6,174+60.0% | $6,342+55.8% |
| Admin fee / account holder | $271 | $11,877-97.7% | $9,806-97.2% | $12,315-97.8% |