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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 | $136,314 | $185,856-26.7% | $170,028-19.8% | $139,456-2.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.38% | 60.52%-45.1pp | 53.39%-38.0pp | 373.45%-358.1pp |
| Employer contribution / active EE | $11,756 | $7,593+54.8% | $6,788+73.2% | $4,753+147.4% |
| Participant deferral / active EE | $22,050 | $11,623+89.7% | $10,409+111.8% | $6,711+228.5% |
| Admin fee / account holder | $9 | $15,387-99.9% | $12,820-99.9% | $11,407-99.9% |