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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 | $165,375 | $154,193+7.3% | $130,045+27.2% | $139,466+18.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.68% | 32.51%-14.8pp | -137.30%+155.0pp | 373.66%-356.0pp |
| Employer contribution / active EE | $18,550 | $5,292+250.5% | $4,321+329.3% | $4,754+290.2% |
| Participant deferral / active EE | $11,673 | $6,709+74.0% | $5,820+100.6% | $6,712+73.9% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |