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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 | $130,893 | $201,259-35.0% | $184,200-28.9% | $145,959-10.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.21% | 28.98%-15.8pp | 28.80%-15.6pp | 561.95%-548.7pp |
| Employer contribution / active EE | $18,391 | $7,018+162.1% | $6,424+186.3% | $4,661+294.6% |
| Participant deferral / active EE | $6,523 | $9,806-33.5% | $9,132-28.6% | $6,689-2.5% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |