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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 | $128,329 | $178,174-28.0% | $156,181-17.8% | $137,256-6.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.14% | 84.19%-70.1pp | 64.87%-50.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $17,735 | $4,972+256.7% | $4,294+313.0% | $4,156+326.7% |
| Participant deferral / active EE | $10,833 | $6,888+57.3% | $6,132+76.7% | $6,407+69.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |