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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 | $116,884 | $117,895-0.9% | $102,460+14.1% | $145,897-19.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 16.80% | 31.92%-15.1pp | 29.47%-12.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $16,327 | $3,619+351.2% | $3,025+439.7% | $4,663+250.2% |
| Participant deferral / active EE | $12,900 | $5,736+124.9% | $5,056+155.1% | $6,689+92.8% |
| Admin fee / account holder | $5 | $13,353-100.0% | $9,460-99.9% | $13,390-100.0% |