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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 | $134,212 | $157,304-14.7% | $141,197-4.9% | $152,909-12.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.71% | 64.34%-43.6pp | 71.41%-50.7pp | 345.46%-324.8pp |
| Employer contribution / active EE | $22,985 | $5,263+336.8% | $4,736+385.3% | $4,764+382.5% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $188 | $12,126-98.5% | $10,265-98.2% | $11,601-98.4% |