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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 | $131,556 | $183,592-28.3% | $155,567-15.4% | $145,959-9.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.90% | 61.24%-50.3pp | 64.74%-53.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $20,417 | $5,315+284.2% | $4,674+336.8% | $4,661+338.1% |
| Participant deferral / active EE | $14,533 | $6,464+124.8% | $5,628+158.2% | $6,689+117.3% |
| Admin fee / account holder | $79 | $19,318-99.6% | $15,916-99.5% | $13,398-99.4% |