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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 | $138,203 | $185,905-25.7% | $170,057-18.7% | $139,487-0.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.03% | 60.56%-44.5pp | 53.42%-37.4pp | 373.84%-357.8pp |
| Employer contribution / active EE | $4,747 | $7,597-37.5% | $6,790-30.1% | $4,755-0.2% |
| Participant deferral / active EE | $12,415 | $11,627+6.8% | $10,411+19.3% | $6,713+85.0% |
| Admin fee / account holder | $139 | $15,397-99.1% | $12,826-98.9% | $11,407-98.8% |