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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 | $78,533 | $176,105-55.4% | $159,474-50.8% | $167,536-53.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 162.74% | 331.91%-169.2pp | 263.68%-100.9pp | 478.82%-316.1pp |
| Employer contribution / active EE | $15,009 | $5,299+183.2% | $4,831+210.7% | $4,839+210.2% |
| Participant deferral / active EE | $11,981 | $7,751+54.6% | $7,353+62.9% | $6,342+88.9% |
| Admin fee / account holder | $130 | $12,559-99.0% | $10,802-98.8% | $12,315-98.9% |