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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 | $125,417 | $185,883-32.5% | $170,043-26.2% | $139,466-10.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.53% | 60.54%-39.0pp | 53.40%-31.9pp | 373.66%-352.1pp |
| Employer contribution / active EE | $24,040 | $7,596+216.5% | $6,790+254.1% | $4,754+405.7% |
| Participant deferral / active EE | $21,452 | $11,626+84.5% | $10,410+106.1% | $6,712+219.6% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |