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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 | $160,486 | $100,279+60.0% | $81,353+97.3% | $145,884+10.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.43% | 34.49%-17.1pp | 24.82%-7.4pp | 551.85%-534.4pp |
| Employer contribution / active EE | $12,611 | $2,979+323.3% | $2,464+411.8% | $4,662+170.5% |
| Participant deferral / active EE | $10,808 | $4,611+134.4% | $3,885+178.2% | $6,690+61.6% |
| Admin fee / account holder | $111 | $8,206-98.6% | $5,766-98.1% | $13,392-99.2% |