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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 | $137,641 | $228,395-39.7% | $185,861-25.9% | $158,982-13.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.45% | 40.82%-20.4pp | 35.96%-15.5pp | 302.99%-282.5pp |
| Employer contribution / active EE | $17,678 | $4,968+255.9% | $4,088+332.4% | $4,763+271.2% |
| Participant deferral / active EE | $10,786 | $6,417+68.1% | $5,634+91.4% | $5,983+80.3% |
| Admin fee / account holder | $20 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |