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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 | $124,146 | $110,379+12.5% | $102,412+21.2% | $145,884-14.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.74% | 24.84%-10.1pp | 24.94%-10.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $8,889 | $4,216+110.8% | $3,870+129.7% | $4,662+90.7% |
| Participant deferral / active EE | $20,329 | $5,622+261.6% | $5,060+301.8% | $6,690+203.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |