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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 | $164,518 | $85,060+93.4% | $70,565+133.1% | $139,487+17.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 21.50% | 30.39%-8.9pp | 32.79%-11.3pp | 373.84%-352.3pp |
| Employer contribution / active EE | $13,667 | $3,912+249.4% | $2,976+359.3% | $4,755+187.4% |
| Participant deferral / active EE | $17,500 | $5,891+197.0% | $4,568+283.1% | $6,713+160.7% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |