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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 | $143,460 | $148,623-3.5% | $135,974+5.5% | $139,466+2.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.36% | 79.30%-58.9pp | 68.30%-47.9pp | 373.66%-353.3pp |
| Employer contribution / active EE | $15,792 | $5,246+201.0% | $4,859+225.0% | $4,754+232.2% |
| Participant deferral / active EE | $20,545 | $8,103+153.6% | $7,760+164.8% | $6,712+206.1% |
| Admin fee / account holder | $269 | $12,406-97.8% | $10,767-97.5% | $11,409-97.6% |