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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 | $154,187 | $185,883-17.1% | $170,043-9.3% | $139,466+10.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.54% | 60.54%-44.0pp | 53.40%-36.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $18,632 | $7,596+145.3% | $6,790+174.4% | $4,754+291.9% |
| Participant deferral / active EE | $19,827 | $11,626+70.5% | $10,410+90.5% | $6,712+195.4% |
| Admin fee / account holder | $217 | $15,393-98.6% | $12,824-98.3% | $11,409-98.1% |