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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 | $141,211 | $201,370-29.9% | $184,256-23.4% | $145,897-3.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.81% | 29.05%-18.2pp | 28.85%-18.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $13,623 | $7,024+94.0% | $6,427+112.0% | $4,663+192.2% |
| Participant deferral / active EE | $7,621 | $9,808-22.3% | $9,133-16.6% | $6,689+13.9% |
| Admin fee / account holder | $76 | $16,364-99.5% | $13,899-99.5% | $13,390-99.4% |