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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 | $143,481 | $197,637-27.4% | $177,848-19.3% | $158,982-9.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.49% | 58.77%-43.3pp | 48.33%-32.8pp | 302.99%-287.5pp |
| Employer contribution / active EE | $20,906 | $6,698+212.1% | $5,919+253.2% | $4,763+338.9% |
| Participant deferral / active EE | $15,450 | $8,405+83.8% | $7,714+100.3% | $5,983+158.2% |
| Admin fee / account holder | $38 | $15,406-99.8% | $12,431-99.7% | $11,252-99.7% |