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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 | $155,226 | $228,395-32.0% | $185,861-16.5% | $158,982-2.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.59% | 40.82%-17.2pp | 35.96%-12.4pp | 302.99%-279.4pp |
| Employer contribution / active EE | $11,988 | $4,968+141.3% | $4,088+193.2% | $4,763+151.7% |
| Participant deferral / active EE | $13,000 | $6,417+102.6% | $5,634+130.7% | $5,983+117.3% |
| Admin fee / account holder | $58 | $11,869-99.5% | $9,503-99.4% | $11,252-99.5% |