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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 | $103,020 | $81,696+26.1% | $70,494+46.1% | $158,982-35.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.99% | 208.70%-193.7pp | 109.16%-94.2pp | 302.99%-288.0pp |
| Employer contribution / active EE | $21,983 | $3,220+582.7% | $2,738+702.8% | $4,763+361.6% |
| Participant deferral / active EE | $15,363 | $4,558+237.1% | $3,711+314.0% | $5,983+156.7% |
| Admin fee / account holder | $187 | $6,200-97.0% | $3,848-95.1% | $11,252-98.3% |