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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 | $182,147 | $211,239-13.8% | $178,528+2.0% | $145,877+24.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.52% | 30.22%-14.7pp | 27.11%-11.6pp | 551.28%-535.8pp |
| Employer contribution / active EE | $10,370 | $4,570+126.9% | $3,950+162.5% | $4,663+122.4% |
| Participant deferral / active EE | $6,677 | $6,963-4.1% | $6,278+6.3% | $6,691-0.2% |
| Admin fee / account holder | $17 | $12,095-99.9% | $10,419-99.8% | $13,402-99.9% |