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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 | $132,617 | $172,111-22.9% | $150,298-11.8% | $137,256-3.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.88% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $26,235 | $4,636+465.9% | $4,154+531.5% | $4,156+531.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |