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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 | $129,423 | $148,582-12.9% | $135,942-4.8% | $139,456-7.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.89% | 79.26%-60.4pp | 68.28%-49.4pp | 373.45%-354.6pp |
| Employer contribution / active EE | $15,087 | $5,245+187.7% | $4,858+210.6% | $4,753+217.4% |
| Participant deferral / active EE | $11,210 | $8,101+38.4% | $7,759+44.5% | $6,711+67.0% |
| Admin fee / account holder | $3 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |