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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 | $134,633 | $227,597-40.8% | $189,575-29.0% | $167,536-19.6% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.4%+13.2pp | 82.1%+9.6pp |
| Annual return | 15.38% | 78.44%-63.1pp | 64.19%-48.8pp | 478.82%-463.4pp |
| Employer contribution / active EE | $14,065 | $5,316+164.6% | $4,412+218.8% | $4,839+190.6% |
| Participant deferral / active EE | $8,029 | $7,002+14.7% | $6,174+30.1% | $6,342+26.6% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |