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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 | $106,303 | $157,276-32.4% | $141,177-24.7% | $152,885-30.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.39% | 64.33%-37.9pp | 71.40%-45.0pp | 345.39%-319.0pp |
| Employer contribution / active EE | $22,190 | $5,262+321.7% | $4,736+368.6% | $4,763+365.9% |
| Participant deferral / active EE | $4,089 | $7,110-42.5% | $6,710-39.1% | $5,851-30.1% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |