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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 | $84,229 | $102,638-17.9% | $81,982+2.7% | $158,982-47.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 31.16% | 61.05%-29.9pp | 41.31%-10.2pp | 302.99%-271.8pp |
| Employer contribution / active EE | $12,680 | $3,241+291.2% | $2,498+407.5% | $4,763+166.2% |
| Participant deferral / active EE | $18,930 | $4,649+307.2% | $3,722+408.5% | $5,983+216.4% |
| Admin fee / account holder | $173 | $8,237-97.9% | $5,665-96.9% | $11,252-98.5% |