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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 | $130,246 | $165,381-21.2% | $149,730-13.0% | $158,966-18.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.35% | 348.29%-330.9pp | 276.70%-259.4pp | 302.95%-285.6pp |
| Employer contribution / active EE | $21,604 | $5,104+323.3% | $4,645+365.1% | $4,762+353.6% |
| Participant deferral / active EE | $16,404 | $7,182+128.4% | $6,843+139.7% | $5,983+174.2% |
| Admin fee / account holder | $107 | $10,809-99.0% | $9,310-98.8% | $11,250-99.0% |