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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 | $105,903 | $157,304-32.7% | $141,197-25.0% | $152,909-30.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.30% | 64.34%-38.0pp | 71.41%-45.1pp | 345.46%-319.2pp |
| Employer contribution / active EE | $14,398 | $5,263+173.6% | $4,736+204.0% | $4,764+202.2% |
| Participant deferral / active EE | $9,633 | $7,111+35.5% | $6,710+43.6% | $5,851+64.6% |
| Admin fee / account holder | $213 | $12,126-98.2% | $10,265-97.9% | $11,601-98.2% |