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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 | $163,940 | $226,090-27.5% | $182,531-10.2% | $152,885+7.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.99% | 192.57%-171.6pp | 148.57%-127.6pp | 345.39%-324.4pp |
| Employer contribution / active EE | $948 | $4,978-81.0% | $4,075-76.7% | $4,763-80.1% |
| Participant deferral / active EE | $18,117 | $6,369+184.4% | $5,525+227.9% | $5,851+209.7% |
| Admin fee / account holder | $20 | $10,705-99.8% | $8,593-99.8% | $11,598-99.8% |