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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 | $140,179 | $201,372-30.4% | $184,260-23.9% | $145,884-3.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.59% | 29.04%-5.4pp | 28.84%-5.3pp | 551.85%-528.3pp |
| Employer contribution / active EE | $18,000 | $7,024+156.3% | $6,427+180.0% | $4,662+286.1% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $271 | $16,362-98.3% | $13,898-98.1% | $13,392-98.0% |