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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 | $81,632+26.2% | $70,455+46.2% | $158,931-35.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.99% | 208.48%-193.5pp | 109.06%-94.1pp | 302.86%-287.9pp |
| Employer contribution / active EE | $21,983 | $3,217+583.3% | $2,737+703.2% | $4,761+361.7% |
| Participant deferral / active EE | $15,363 | $4,554+237.4% | $3,709+314.2% | $5,982+156.8% |
| Admin fee / account holder | $187 | $6,193-97.0% | $3,845-95.1% | $11,247-98.3% |