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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 | $126,959 | $226,105-43.8% | $182,540-30.4% | $152,897-17.0% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.5%+5.0pp |
| Annual return | 19.00% | 192.58%-173.6pp | 148.58%-129.6pp | 345.43%-326.4pp |
| Employer contribution / active EE | $17,863 | $4,978+258.8% | $4,076+338.3% | $4,764+275.0% |
| Participant deferral / active EE | $12,439 | $6,370+95.3% | $5,525+125.1% | $5,851+112.6% |
| Admin fee / account holder | $27 | $10,706-99.7% | $8,593-99.7% | $11,599-99.8% |