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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 | $124,122 | $162,136-23.4% | $152,301-18.5% | $154,746-19.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 26.00% | 91.02%-65.0pp | 80.50%-54.5pp | 172.34%-146.3pp |
| Employer contribution / active EE | $11,784 | $4,890+141.0% | $4,624+154.8% | $4,379+169.1% |
| Participant deferral / active EE | $13,607 | $8,341+63.1% | $8,004+70.0% | $6,730+102.2% |
| Admin fee / account holder | $225 | $15,759-98.6% | $14,398-98.4% | $14,365-98.4% |