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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 | $125,646 | $185,883-32.4% | $170,043-26.1% | $139,466-9.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.76% | 60.54%-42.8pp | 53.40%-35.6pp | 373.66%-355.9pp |
| Employer contribution / active EE | $3,309 | $7,596-56.4% | $6,790-51.3% | $4,754-30.4% |
| Participant deferral / active EE | $12,073 | $11,626+3.8% | $10,410+16.0% | $6,712+79.9% |
| Admin fee / account holder | $200 | $15,393-98.7% | $12,824-98.4% | $11,409-98.2% |