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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 | $93,257 | $148,582-37.2% | $135,942-31.4% | $139,456-33.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.67% | 79.26%-53.6pp | 68.28%-42.6pp | 373.45%-347.8pp |
| Employer contribution / active EE | $23,827 | $5,245+354.3% | $4,858+390.5% | $4,753+401.3% |
| Participant deferral / active EE | $18,160 | $8,101+124.2% | $7,759+134.1% | $6,711+170.6% |
| Admin fee / account holder | $164 | $12,402-98.7% | $10,764-98.5% | $11,407-98.6% |