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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 | $149,275 | $197,625-24.5% | $177,840-16.1% | $158,966-6.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 19.42% | 58.76%-39.3pp | 48.32%-28.9pp | 302.95%-283.5pp |
| Employer contribution / active EE | $17,837 | $6,698+166.3% | $5,919+201.4% | $4,762+274.5% |
| Participant deferral / active EE | $11,827 | $8,405+40.7% | $7,714+53.3% | $5,983+97.7% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |