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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 | $117,957 | $197,625-40.3% | $177,840-33.7% | $158,966-25.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.49% | 58.76%-33.3pp | 48.32%-22.8pp | 302.95%-277.5pp |
| Employer contribution / active EE | $22,171 | $6,698+231.0% | $5,919+274.6% | $4,762+365.5% |
| Participant deferral / active EE | $12,175 | $8,405+44.9% | $7,714+57.8% | $5,983+103.5% |
| Admin fee / account holder | $100 | $15,405-99.4% | $12,431-99.2% | $11,250-99.1% |