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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 | $183,029 | $176,786+3.5% | $146,643+24.8% | $167,536+9.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.28% | 24.04%-11.8pp | 22.75%-10.5pp | 478.82%-466.5pp |
| Employer contribution / active EE | $15,166 | $5,161+193.9% | $4,137+266.6% | $4,839+213.4% |
| Participant deferral / active EE | $19,748 | $6,440+206.6% | $5,506+258.7% | $6,342+211.4% |
| Admin fee / account holder | $47 | $13,262-99.6% | $10,280-99.5% | $12,315-99.6% |