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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 | $70,740 | $157,304-55.0% | $141,197-49.9% | $152,909-53.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 40.27% | 64.34%-24.1pp | 71.41%-31.1pp | 345.46%-305.2pp |
| Employer contribution / active EE | $14,133 | $5,263+168.6% | $4,736+198.4% | $4,764+196.7% |
| Participant deferral / active EE | $8,167 | $7,111+14.8% | $6,710+21.7% | $5,851+39.6% |
| Admin fee / account holder | $262 | $12,126-97.8% | $10,265-97.4% | $11,601-97.7% |