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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 | $85,536 | $155,555-45.0% | $146,866-41.8% | $155,188-44.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.83% | 115.41%-94.6pp | 102.85%-82.0pp | 148.84%-128.0pp |
| Employer contribution / active EE | $13,907 | $4,647+199.3% | $4,425+214.3% | $4,248+227.4% |
| Participant deferral / active EE | $9,717 | $8,044+20.8% | $7,759+25.2% | $6,531+48.8% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |