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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 | $146,533 | $211,239-30.6% | $178,528-17.9% | $145,877+0.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.38% | 30.22%-15.8pp | 27.11%-12.7pp | 551.28%-536.9pp |
| Employer contribution / active EE | $10,412 | $4,570+127.8% | $3,950+163.6% | $4,663+123.3% |
| Participant deferral / active EE | $10,670 | $6,963+53.3% | $6,278+70.0% | $6,691+59.5% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |