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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 | $102,606 | $201,370-49.0% | $184,256-44.3% | $145,897-29.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.72% | 29.05%-7.3pp | 28.85%-7.1pp | 552.29%-530.6pp |
| Employer contribution / active EE | $13,650 | $7,024+94.3% | $6,427+112.4% | $4,663+192.8% |
| Participant deferral / active EE | $13,679 | $9,808+39.5% | $9,133+49.8% | $6,689+104.5% |
| Admin fee / account holder | $183 | $16,364-98.9% | $13,899-98.7% | $13,390-98.6% |