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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 | $168,680 | $100,139+68.4% | $85,187+98.0% | $145,884+15.6% |
| Participation rate | 94.4% | 74.1%+20.3pp | 67.5%+26.9pp | 80.3%+14.1pp |
| Annual return | 18.17% | 84.15%-66.0pp | 66.67%-48.5pp | 551.85%-533.7pp |
| Employer contribution / active EE | $7,634 | $3,238+135.8% | $2,732+179.4% | $4,662+63.7% |
| Participant deferral / active EE | $13,445 | $5,296+153.9% | $4,525+197.1% | $6,690+101.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |