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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 | $116,501 | $201,372-42.1% | $184,260-36.8% | $145,884-20.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.02% | 29.04%-18.0pp | 28.84%-17.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $16,603 | $7,024+136.4% | $6,427+158.3% | $4,662+256.1% |
| Participant deferral / active EE | $10,604 | $9,808+8.1% | $9,133+16.1% | $6,690+58.5% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |