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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 | $103,923 | $148,629-30.1% | $135,982-23.6% | $139,487-25.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.35% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.5pp |
| Employer contribution / active EE | $14,321 | $5,247+173.0% | $4,859+194.7% | $4,755+201.2% |
| Participant deferral / active EE | $11,916 | $8,102+47.1% | $7,760+53.6% | $6,713+77.5% |
| Admin fee / account holder | $250 | $12,406-98.0% | $10,767-97.7% | $11,407-97.8% |