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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 | $136,734 | $84,149+62.5% | $76,080+79.7% | $167,553-18.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 13.30% | 54.99%-41.7pp | 42.50%-29.2pp | 478.89%-465.6pp |
| Employer contribution / active EE | $10,226 | $4,618+121.4% | $3,962+158.1% | $4,840+111.3% |
| Participant deferral / active EE | $11,270 | $5,796+94.4% | $4,905+129.8% | $6,343+77.7% |
| Admin fee / account holder | $173 | $6,410-97.3% | $4,883-96.5% | $12,316-98.6% |