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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 | $81,174 | $183,627-55.8% | $155,602-47.8% | $145,978-44.4% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.74% | 61.32%-45.6pp | 64.81%-49.1pp | 550.52%-534.8pp |
| Employer contribution / active EE | $15,658 | $5,316+194.5% | $4,675+234.9% | $4,662+235.9% |
| Participant deferral / active EE | $10,097 | $6,466+56.2% | $5,629+79.4% | $6,690+50.9% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |