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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 | $96,761 | $183,592-47.3% | $155,567-37.8% | $145,959-33.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.90% | 61.24%-33.3pp | 64.74%-36.8pp | 561.95%-534.0pp |
| Employer contribution / active EE | $19,504 | $5,315+267.0% | $4,674+317.3% | $4,661+318.5% |
| Participant deferral / active EE | $9,185 | $6,464+42.1% | $5,628+63.2% | $6,689+37.3% |
| Admin fee / account holder | $220 | $19,318-98.9% | $15,916-98.6% | $13,398-98.4% |