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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 | $146,559 | $162,136-9.6% | $152,301-3.8% | $154,746-5.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.50% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $16,320 | $4,890+233.7% | $4,624+252.9% | $4,379+272.7% |
| Participant deferral / active EE | $16,320 | $8,341+95.7% | $8,004+103.9% | $6,730+142.5% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |