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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 | $188,162 | $165,939+13.4% | $122,354+53.8% | $147,586+27.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.47% | 34.56%-19.1pp | 30.28%-14.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $12,374 | $5,754+115.0% | $4,051+205.5% | $4,876+153.8% |
| Participant deferral / active EE | $8,252 | $4,005+106.0% | $3,287+151.0% | $5,439+51.7% |
| Admin fee / account holder | $45 | $7,425-99.4% | $5,479-99.2% | $10,886-99.6% |