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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 | $154,607 | $185,883-16.8% | $170,043-9.1% | $139,466+10.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.78% | 60.54%-45.8pp | 53.40%-38.6pp | 373.66%-358.9pp |
| Employer contribution / active EE | $18,913 | $7,596+149.0% | $6,790+178.5% | $4,754+297.8% |
| Participant deferral / active EE | $18,475 | $11,626+58.9% | $10,410+77.5% | $6,712+175.3% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |