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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 | $128,474 | $148,623-13.6% | $135,974-5.5% | $139,466-7.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.22% | 79.30%-67.1pp | 68.30%-56.1pp | 373.66%-361.4pp |
| Employer contribution / active EE | $17,368 | $5,246+231.0% | $4,859+257.4% | $4,754+265.3% |
| Participant deferral / active EE | $11,607 | $8,103+43.2% | $7,760+49.6% | $6,712+72.9% |
| Admin fee / account holder | $47 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |