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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 | $119,872 | $160,070-25.1% | $147,117-18.5% | $145,897-17.8% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 16.87% | 98.69%-81.8pp | 420.54%-403.7pp | 552.29%-535.4pp |
| Employer contribution / active EE | $21,342 | $5,285+303.9% | $4,932+332.7% | $4,663+357.7% |
| Participant deferral / active EE | $17,411 | $8,419+106.8% | $8,065+115.9% | $6,689+160.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |