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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 | $130,174 | $118,869+9.5% | $96,575+34.8% | $167,518-22.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 23.75% | 50.49%-26.7pp | 37.79%-14.0pp | 478.71%-455.0pp |
| Employer contribution / active EE | $18,712 | $3,120+499.7% | $2,357+694.0% | $4,838+286.7% |
| Participant deferral / active EE | $10,013 | $4,616+116.9% | $3,849+160.2% | $6,342+57.9% |
| Admin fee / account holder | $175 | $8,067-97.8% | $6,182-97.2% | $12,312-98.6% |