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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 | $149,393 | $117,895+26.7% | $102,460+45.8% | $145,897+2.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.49% | 31.92%-16.4pp | 29.47%-14.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $14,996 | $3,619+314.4% | $3,025+395.7% | $4,663+221.6% |
| Participant deferral / active EE | $9,129 | $5,736+59.2% | $5,056+80.6% | $6,689+36.5% |
| Admin fee / account holder | $155 | $13,353-98.8% | $9,460-98.4% | $13,390-98.8% |