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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 | $146,706 | $152,612-3.9% | $125,192+17.2% | $152,897-4.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 25.77% | 54.85%-29.1pp | 43.79%-18.0pp | 345.43%-319.7pp |
| Employer contribution / active EE | $9,953 | $4,947+101.2% | $3,866+157.5% | $4,764+109.0% |
| Participant deferral / active EE | $16,007 | $5,868+172.8% | $4,937+224.2% | $5,851+173.6% |
| Admin fee / account holder | $63 | $13,437-99.5% | $9,704-99.4% | $11,599-99.5% |