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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 | $188,320 | $227,566-17.2% | $189,558-0.7% | $167,518+12.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 16.55% | 78.43%-61.9pp | 64.19%-47.6pp | 478.71%-462.2pp |
| Employer contribution / active EE | $16,331 | $5,316+207.2% | $4,412+270.2% | $4,838+237.5% |
| Participant deferral / active EE | $11,565 | $7,002+65.2% | $6,174+87.3% | $6,342+82.3% |
| Admin fee / account holder | $20 | $11,881-99.8% | $9,809-99.8% | $12,312-99.8% |