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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 | $143,293 | $201,344-28.8% | $184,243-22.2% | $145,877-1.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.36% | 29.01%-9.6pp | 28.82%-9.5pp | 551.28%-531.9pp |
| Employer contribution / active EE | $16,269 | $7,022+131.7% | $6,427+153.1% | $4,663+248.9% |
| Participant deferral / active EE | $12,191 | $9,807+24.3% | $9,132+33.5% | $6,691+82.2% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |