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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 | $142,862 | $152,612-6.4% | $125,192+14.1% | $152,897-6.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 23.20% | 54.85%-31.6pp | 43.79%-20.6pp | 345.43%-322.2pp |
| Employer contribution / active EE | $19,484 | $4,947+293.8% | $3,866+404.0% | $4,764+309.0% |
| Participant deferral / active EE | $16,515 | $5,868+181.4% | $4,937+234.5% | $5,851+182.2% |
| Admin fee / account holder | $168 | $13,437-98.8% | $9,704-98.3% | $11,599-98.6% |