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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 | $55,523 | $183,592-69.8% | $155,574-64.3% | $145,877-61.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.64% | 61.37%-35.7pp | 64.87%-39.2pp | 551.28%-525.6pp |
| Employer contribution / active EE | $23,056 | $5,317+333.6% | $4,676+393.1% | $4,663+394.4% |
| Participant deferral / active EE | $14,963 | $6,466+131.4% | $5,629+165.8% | $6,691+123.6% |
| Admin fee / account holder | $196 | $19,316-99.0% | $15,914-98.8% | $13,402-98.5% |