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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 | $120,985 | $102,638+17.9% | $81,982+47.6% | $158,982-23.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 20.38% | 61.05%-40.7pp | 41.31%-20.9pp | 302.99%-282.6pp |
| Employer contribution / active EE | $15,556 | $3,241+380.0% | $2,498+522.6% | $4,763+226.6% |
| Participant deferral / active EE | $2,517 | $4,649-45.9% | $3,722-32.4% | $5,983-57.9% |
| Admin fee / account holder | $17 | $8,237-99.8% | $5,665-99.7% | $11,252-99.8% |