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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 | $173,384 | $101,063+71.6% | $81,473+112.8% | $147,585+17.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 25.27% | 32.41%-7.1pp | 38.78%-13.5pp | 578.58%-553.3pp |
| Employer contribution / active EE | $19,250 | $3,206+500.5% | $2,568+649.6% | $4,876+294.8% |
| Participant deferral / active EE | $18,000 | $4,242+324.3% | $3,537+408.9% | $5,439+231.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |