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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 | $164,471 | $201,372-18.3% | $184,260-10.7% | $145,884+12.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.31% | 29.04%-14.7pp | 28.84%-14.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $26,252 | $7,024+273.8% | $6,427+308.4% | $4,662+463.1% |
| Participant deferral / active EE | $20,867 | $9,808+112.8% | $9,133+128.5% | $6,690+211.9% |
| Admin fee / account holder | $223 | $16,362-98.6% | $13,898-98.4% | $13,392-98.3% |