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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 | $132,639 | $124,314+6.7% | $109,163+21.5% | $167,518-20.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.18% | 26.04%-7.9pp | 25.75%-7.6pp | 478.71%-460.5pp |
| Employer contribution / active EE | $20,499 | $4,209+387.1% | $3,723+450.7% | $4,838+323.7% |
| Participant deferral / active EE | $14,300 | $5,256+172.1% | $4,654+207.3% | $6,342+125.5% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |