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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 | $90,321 | $157,304-42.6% | $141,197-36.0% | $152,909-40.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.77% | 64.34%-44.6pp | 71.41%-51.6pp | 345.46%-325.7pp |
| Employer contribution / active EE | $16,500 | $5,263+213.5% | $4,736+248.4% | $4,764+246.4% |
| Participant deferral / active EE | $19,000 | $7,111+167.2% | $6,710+183.1% | $5,851+224.7% |
| Admin fee / account holder | $51 | $12,126-99.6% | $10,265-99.5% | $11,601-99.6% |