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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 | $130,505 | $94,749+37.7% | $112,899+15.6% | $139,466-6.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 20.52% | 40.92%-20.4pp | 34.11%-13.6pp | 373.66%-353.1pp |
| Employer contribution / active EE | $16,888 | $4,630+264.7% | $4,566+269.8% | $4,754+255.2% |
| Participant deferral / active EE | $13,770 | $6,517+111.3% | $6,516+111.3% | $6,712+105.2% |
| Admin fee / account holder | $273 | $8,530-96.8% | $7,047-96.1% | $11,409-97.6% |