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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 | $93,570 | $183,592-49.0% | $155,574-39.9% | $145,877-35.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.56% | 61.37%-42.8pp | 64.87%-46.3pp | 551.28%-532.7pp |
| Employer contribution / active EE | $20,000 | $5,317+276.2% | $4,676+327.7% | $4,663+328.9% |
| Participant deferral / active EE | $5,078 | $6,466-21.5% | $5,629-9.8% | $6,691-24.1% |
| Admin fee / account holder | $75 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |