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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 | $116,929 | $228,352-48.8% | $185,835-37.1% | $158,966-26.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.07% | 40.81%-21.7pp | 35.96%-16.9pp | 302.95%-283.9pp |
| Employer contribution / active EE | $27,500 | $4,967+453.7% | $4,087+572.8% | $4,762+477.4% |
| Participant deferral / active EE | $22,750 | $6,416+254.6% | $5,633+303.9% | $5,983+280.2% |
| Admin fee / account holder | $191 | $11,867-98.4% | $9,502-98.0% | $11,250-98.3% |