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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 | $107,466 | $201,259-46.6% | $184,200-41.7% | $145,959-26.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.27% | 28.98%-4.7pp | 28.80%-4.5pp | 561.95%-537.7pp |
| Employer contribution / active EE | $14,893 | $7,018+112.2% | $6,424+131.8% | $4,661+219.5% |
| Participant deferral / active EE | $16,559 | $9,806+68.9% | $9,132+81.3% | $6,689+147.6% |
| Admin fee / account holder | $134 | $16,372-99.2% | $13,907-99.0% | $13,398-99.0% |