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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 | $147,680 | $183,592-19.6% | $155,574-5.1% | $145,877+1.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.07% | 61.37%-36.3pp | 64.87%-39.8pp | 551.28%-526.2pp |
| Employer contribution / active EE | $4,290 | $5,317-19.3% | $4,676-8.2% | $4,663-8.0% |
| Participant deferral / active EE | $13,300 | $6,466+105.7% | $5,629+136.3% | $6,691+98.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |