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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 | $208,238 | $227,597-8.5% | $189,575+9.8% | $167,536+24.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 23.60% | 78.44%-54.8pp | 64.19%-40.6pp | 478.82%-455.2pp |
| Employer contribution / active EE | $4,079 | $5,316-23.3% | $4,412-7.5% | $4,839-15.7% |
| Participant deferral / active EE | $19,105 | $7,002+172.8% | $6,174+209.5% | $6,342+201.2% |
| Admin fee / account holder | $24 | $11,877-99.8% | $9,806-99.8% | $12,315-99.8% |