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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 | $158,713 | $103,038+54.0% | $90,324+75.7% | $152,909+3.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.22% | 95.25%-75.0pp | 78.15%-57.9pp | 345.46%-325.2pp |
| Employer contribution / active EE | $17,661 | $3,141+462.3% | $2,856+518.4% | $4,764+270.7% |
| Participant deferral / active EE | $9,633 | $4,282+125.0% | $3,885+147.9% | $5,851+64.6% |
| Admin fee / account holder | $20 | $6,177-99.7% | $5,356-99.6% | $11,601-99.8% |