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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 | $112,846 | $227,566-50.4% | $189,558-40.5% | $167,518-32.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 11.32% | 78.43%-67.1pp | 64.19%-52.9pp | 478.71%-467.4pp |
| Employer contribution / active EE | $25,238 | $5,316+374.8% | $4,412+472.1% | $4,838+421.6% |
| Participant deferral / active EE | $13,100 | $7,002+87.1% | $6,174+112.2% | $6,342+106.6% |
| Admin fee / account holder | $287 | $11,881-97.6% | $9,809-97.1% | $12,312-97.7% |