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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 | $129,767 | $152,460-14.9% | $118,746+9.3% | $147,586-12.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 17.00% | 17.41%-0.4pp | 24.54%-7.5pp | 578.59%-561.6pp |
| Employer contribution / active EE | $15,317 | $5,046+203.6% | $4,193+265.3% | $4,876+214.1% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |