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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 | $110,901 | $166,089-33.2% | $164,928-32.8% | $145,978-24.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 14.55% | 100.26%-85.7pp | 70.08%-55.5pp | 550.52%-536.0pp |
| Employer contribution / active EE | $17,129 | $5,276+224.6% | $4,343+294.4% | $4,662+267.4% |
| Participant deferral / active EE | $3,658 | $6,961-47.5% | $6,034-39.4% | $6,690-45.3% |
| Admin fee / account holder | $19 | $16,641-99.9% | $12,684-99.9% | $13,400-99.9% |