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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 | $111,676 | $185,312-39.7% | $161,489-30.8% | $154,746-27.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.68% | 103.84%-88.2pp | 89.72%-74.0pp | 172.34%-156.7pp |
| Employer contribution / active EE | $11,562 | $4,769+142.4% | $4,268+170.9% | $4,379+164.0% |
| Participant deferral / active EE | $10,835 | $6,350+70.6% | $5,630+92.5% | $6,730+61.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |