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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 | $125,744 | $106,918+17.6% | $84,021+49.7% | $152,897-17.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.09% | 105.01%-83.9pp | 71.32%-50.2pp | 345.43%-324.3pp |
| Employer contribution / active EE | $10,804 | $2,735+295.0% | $1,984+444.6% | $4,764+126.8% |
| Participant deferral / active EE | $10,284 | $4,012+156.3% | $3,239+217.5% | $5,851+75.8% |
| Admin fee / account holder | $169 | $8,288-98.0% | $6,102-97.2% | $11,599-98.5% |