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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 | $130,391 | $201,370-35.2% | $184,256-29.2% | $145,897-10.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.36% | 29.05%-14.7pp | 28.85%-14.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $13,423 | $7,024+91.1% | $6,427+108.8% | $4,663+187.9% |
| Participant deferral / active EE | $14,679 | $9,808+49.7% | $9,133+60.7% | $6,689+119.4% |
| Admin fee / account holder | $19 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |