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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 | $148,582-3.4% | $135,942+5.5% | $139,456+2.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.36% | 79.26%-58.9pp | 68.28%-47.9pp | 373.45%-353.1pp |
| Employer contribution / active EE | $15,792 | $5,245+201.1% | $4,858+225.1% | $4,753+232.3% |
| Participant deferral / active EE | $20,545 | $8,101+153.6% | $7,759+164.8% | $6,711+206.1% |
| Admin fee / account holder | $269 | $12,402-97.8% | $10,764-97.5% | $11,407-97.6% |