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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 | $109,069 | $183,627-40.6% | $155,602-29.9% | $145,978-25.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.04% | 61.32%-38.3pp | 64.81%-41.8pp | 550.52%-527.5pp |
| Employer contribution / active EE | $15,698 | $5,316+195.3% | $4,675+235.8% | $4,662+236.7% |
| Participant deferral / active EE | $5,990 | $6,466-7.4% | $5,629+6.4% | $6,690-10.5% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |