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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 | $211,288-33.8% | $178,540-21.6% | $145,884-4.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.07% | 30.27%-13.2pp | 27.15%-10.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $22,500 | $4,574+391.9% | $3,953+469.2% | $4,662+382.6% |
| Participant deferral / active EE | $25,200 | $6,967+261.7% | $6,281+301.2% | $6,690+276.7% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |