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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 | $118,572 | $105,160+12.8% | $94,679+25.2% | $139,456-15.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.51% | 38.04%-20.5pp | 156.75%-139.2pp | 373.45%-355.9pp |
| Employer contribution / active EE | $14,299 | $4,107+248.2% | $3,673+289.3% | $4,753+200.9% |
| Participant deferral / active EE | $10,296 | $7,599+35.5% | $7,417+38.8% | $6,711+53.4% |
| Admin fee / account holder | $226 | $8,988-97.5% | $7,233-96.9% | $11,407-98.0% |