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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 | $185,856-32.5% | $170,028-26.2% | $139,456-10.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.53% | 60.52%-39.0pp | 53.39%-31.9pp | 373.45%-351.9pp |
| Employer contribution / active EE | $24,040 | $7,593+216.6% | $6,788+254.2% | $4,753+405.8% |
| Participant deferral / active EE | $21,452 | $11,623+84.6% | $10,409+106.1% | $6,711+219.6% |
| Admin fee / account holder | $20 | $15,387-99.9% | $12,820-99.8% | $11,407-99.8% |