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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 | $114,223 | $172,111-33.6% | $150,298-24.0% | $137,256-16.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.96% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $18,165 | $4,636+291.8% | $4,154+337.3% | $4,156+337.1% |
| Participant deferral / active EE | $17,062 | $6,166+176.7% | $5,453+212.9% | $6,407+166.3% |
| Admin fee / account holder | $19 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |