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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 | $93,901 | $157,304-40.3% | $141,197-33.5% | $152,909-38.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.36% | 64.34%-36.0pp | 71.41%-43.0pp | 345.46%-317.1pp |
| Employer contribution / active EE | $15,976 | $5,263+203.6% | $4,736+237.3% | $4,764+235.4% |
| Participant deferral / active EE | $13,792 | $7,111+94.0% | $6,710+105.5% | $5,851+135.7% |
| Admin fee / account holder | $65 | $12,126-99.5% | $10,265-99.4% | $11,601-99.4% |