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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 | $125,814 | $106,247+18.4% | $96,515+30.4% | $139,466-9.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.78% | 38.47%-14.7pp | 35.73%-11.9pp | 373.66%-349.9pp |
| Employer contribution / active EE | $21,461 | $4,106+422.7% | $3,740+473.9% | $4,754+351.4% |
| Participant deferral / active EE | $11,193 | $5,456+105.2% | $4,880+129.4% | $6,712+66.8% |
| Admin fee / account holder | $4 | $7,885-99.9% | $6,735-99.9% | $11,409-100.0% |