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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 | $130,184 | $157,296-17.2% | $141,191-7.8% | $152,897-14.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.32% | 64.34%-34.0pp | 71.41%-41.1pp | 345.43%-315.1pp |
| Employer contribution / active EE | $17,263 | $5,262+228.1% | $4,736+264.5% | $4,764+262.4% |
| Participant deferral / active EE | $13,375 | $7,111+88.1% | $6,710+99.3% | $5,851+128.6% |
| Admin fee / account holder | $15 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |