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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 | $139,899 | $108,922+28.4% | $100,398+39.3% | $145,978-4.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.13% | 58.04%-44.9pp | 49.32%-36.2pp | 550.52%-537.4pp |
| Employer contribution / active EE | $14,358 | $4,426+224.4% | $3,946+263.9% | $4,662+208.0% |
| Participant deferral / active EE | $10,328 | $8,450+22.2% | $8,084+27.8% | $6,690+54.4% |
| Admin fee / account holder | $188 | $9,680-98.1% | $7,893-97.6% | $13,400-98.6% |