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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 | $220,304 | $134,001+64.4% | $112,258+96.2% | $134,509+63.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.96% | 47.15%-64.1pp | 27.47%-44.4pp | 418.13%-435.1pp |
| Employer contribution / active EE | $20,917 | $4,039+417.8% | $3,636+475.3% | $4,741+341.2% |
| Participant deferral / active EE | $15,160 | $5,291+186.5% | $4,728+220.6% | $6,400+136.9% |
| Admin fee / account holder | $251 | $7,491-96.6% | $6,411-96.1% | $11,427-97.8% |