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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 | $111,574 | $148,623-24.9% | $135,974-17.9% | $139,466-20.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.09% | 79.30%-63.2pp | 68.30%-52.2pp | 373.66%-357.6pp |
| Employer contribution / active EE | $14,528 | $5,246+176.9% | $4,859+199.0% | $4,754+205.6% |
| Participant deferral / active EE | $20,524 | $8,103+153.3% | $7,760+164.5% | $6,712+205.8% |
| Admin fee / account holder | $23 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |