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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 | $119,012 | $185,883-36.0% | $170,043-30.0% | $139,466-14.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.26% | 60.54%-38.3pp | 53.40%-31.1pp | 373.66%-351.4pp |
| Employer contribution / active EE | $13,720 | $7,596+80.6% | $6,790+102.1% | $4,754+188.6% |
| Participant deferral / active EE | $13,483 | $11,626+16.0% | $10,410+29.5% | $6,712+100.9% |
| Admin fee / account holder | $56 | $15,393-99.6% | $12,824-99.6% | $11,409-99.5% |