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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 | $107,662 | $162,785-33.9% | $133,959-19.6% | $158,950-32.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.05% | 41.94%-22.9pp | 45.09%-26.0pp | 302.91%-283.9pp |
| Employer contribution / active EE | $22,400 | $4,975+350.2% | $3,919+471.6% | $4,762+370.4% |
| Participant deferral / active EE | $28,486 | $5,910+382.0% | $5,047+464.4% | $5,983+376.1% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |