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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 | $156,296 | $113,338+37.9% | $94,993+64.5% | $147,586+5.9% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.9%+13.6pp | 82.8%+4.7pp |
| Annual return | 24.84% | 20.80%+4.0pp | 27.14%-2.3pp | 578.59%-553.8pp |
| Employer contribution / active EE | $3,743 | $3,160+18.4% | $2,603+43.8% | $4,876-23.2% |
| Participant deferral / active EE | $10,687 | $3,777+183.0% | $3,317+222.2% | $5,439+96.5% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |