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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 | $167,746 | $232,540-27.9% | $185,117-9.4% | $147,585+13.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 26.43% | 43.03%-16.6pp | 40.50%-14.1pp | 578.58%-552.1pp |
| Employer contribution / active EE | $22,706 | $5,195+337.1% | $4,182+443.0% | $4,876+365.6% |
| Participant deferral / active EE | $17,250 | $5,834+195.7% | $5,045+241.9% | $5,439+217.2% |
| Admin fee / account holder | $38 | $10,275-99.6% | $8,159-99.5% | $10,886-99.7% |