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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 | $148,090 | $201,344-26.4% | $184,243-19.6% | $145,877+1.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.29% | 29.01%-11.7pp | 28.82%-11.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $18,132 | $7,022+158.2% | $6,427+182.1% | $4,663+288.8% |
| Participant deferral / active EE | $11,404 | $9,807+16.3% | $9,132+24.9% | $6,691+70.5% |
| Admin fee / account holder | $272 | $16,382-98.3% | $13,914-98.0% | $13,402-98.0% |