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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 | $118,909 | $115,810+2.7% | $101,271+17.4% | $158,966-25.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.63% | 56.15%-41.5pp | 46.48%-31.8pp | 302.95%-288.3pp |
| Employer contribution / active EE | $15,429 | $4,175+269.5% | $3,660+321.6% | $4,762+224.0% |
| Participant deferral / active EE | $2,894 | $4,958-41.6% | $4,371-33.8% | $5,983-51.6% |
| Admin fee / account holder | $12 | $7,248-99.8% | $5,948-99.8% | $11,250-99.9% |