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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 | $82,464 | $157,296-47.6% | $141,191-41.6% | $152,897-46.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 37.59% | 64.34%-26.8pp | 71.41%-33.8pp | 345.43%-307.8pp |
| Employer contribution / active EE | $16,418 | $5,262+212.0% | $4,736+246.7% | $4,764+244.7% |
| Participant deferral / active EE | $16,418 | $7,111+130.9% | $6,710+144.7% | $5,851+180.6% |
| Admin fee / account holder | $287 | $12,125-97.6% | $10,264-97.2% | $11,599-97.5% |