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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 | $230,520 | $117,444+96.3% | $99,479+131.7% | $152,909+50.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 20.27% | 31.87%-11.6pp | 30.72%-10.4pp | 345.46%-325.2pp |
| Employer contribution / active EE | $12,000 | $3,014+298.2% | $2,540+372.4% | $4,764+151.9% |
| Participant deferral / active EE | $7,908 | $4,086+93.5% | $3,619+118.5% | $5,851+35.1% |
| Admin fee / account holder | $2 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |