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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 | $161,742 | $157,829+2.5% | $136,867+18.2% | $198,609-18.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 19.66% | 51.25%-31.6pp | 42.97%-23.3pp | 202.70%-183.0pp |
| Employer contribution / active EE | $15,251 | $3,923+288.8% | $3,547+330.0% | $5,055+201.7% |
| Participant deferral / active EE | $10,155 | $5,463+85.9% | $4,924+106.2% | $6,977+45.6% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |