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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 | $149,242 | $162,821-8.3% | $133,978+11.4% | $158,982-6.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.87% | 41.95%-26.1pp | 45.10%-29.2pp | 302.99%-287.1pp |
| Employer contribution / active EE | $4,990 | $4,976+0.3% | $3,919+27.3% | $4,763+4.8% |
| Participant deferral / active EE | $11,149 | $5,910+88.6% | $5,047+120.9% | $5,983+86.3% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |