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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 | $154,259 | $185,883-17.0% | $170,043-9.3% | $139,466+10.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 39.14% | 60.54%-21.4pp | 53.40%-14.3pp | 373.66%-334.5pp |
| Employer contribution / active EE | $17,190 | $7,596+126.3% | $6,790+153.2% | $4,754+261.6% |
| Participant deferral / active EE | $14,732 | $11,626+26.7% | $10,410+41.5% | $6,712+119.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |