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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 | $142,342 | $148,623-4.2% | $135,974+4.7% | $139,466+2.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.05% | 79.30%-57.2pp | 68.30%-46.3pp | 373.66%-351.6pp |
| Employer contribution / active EE | $16,592 | $5,246+216.3% | $4,859+241.5% | $4,754+249.0% |
| Participant deferral / active EE | $21,167 | $8,103+161.2% | $7,760+172.8% | $6,712+215.4% |
| Admin fee / account holder | $24 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |