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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 | $185,834 | $211,288-12.0% | $178,540+4.1% | $145,884+27.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.35% | 30.27%-18.9pp | 27.15%-15.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $18,875 | $4,574+312.7% | $3,953+377.5% | $4,662+304.8% |
| Participant deferral / active EE | $12,380 | $6,967+77.7% | $6,281+97.1% | $6,690+85.1% |
| Admin fee / account holder | $20 | $12,105-99.8% | $10,424-99.8% | $13,392-99.9% |