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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 | $154,562 | $185,883-16.9% | $170,043-9.1% | $139,466+10.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.48% | 60.54%-42.1pp | 53.40%-34.9pp | 373.66%-355.2pp |
| Employer contribution / active EE | $5,320 | $7,596-30.0% | $6,790-21.6% | $4,754+11.9% |
| Participant deferral / active EE | $30,000 | $11,626+158.1% | $10,410+188.2% | $6,712+347.0% |
| Admin fee / account holder | $254 | $15,393-98.4% | $12,824-98.0% | $11,409-97.8% |