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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 | $156,969 | $185,883-15.6% | $170,043-7.7% | $139,466+12.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.22% | 60.54%-45.3pp | 53.40%-38.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $4,333 | $7,596-43.0% | $6,790-36.2% | $4,754-8.9% |
| Participant deferral / active EE | $10,062 | $11,626-13.5% | $10,410-3.3% | $6,712+49.9% |
| Admin fee / account holder | $6 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |