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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 | $139,930 | $211,224-33.8% | $178,505-21.6% | $145,897-4.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.07% | 30.28%-13.2pp | 27.16%-10.1pp | 552.29%-535.2pp |
| Employer contribution / active EE | $22,500 | $4,577+391.6% | $3,955+468.9% | $4,663+382.6% |
| Participant deferral / active EE | $25,200 | $6,966+261.8% | $6,280+301.3% | $6,689+276.7% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |