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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 | $187,271 | $117,895+58.8% | $102,460+82.8% | $145,897+28.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.97% | 31.92%-6.0pp | 29.47%-3.5pp | 552.29%-526.3pp |
| Employer contribution / active EE | $3,205 | $3,619-11.4% | $3,025+5.9% | $4,663-31.3% |
| Participant deferral / active EE | $19,499 | $5,736+239.9% | $5,056+285.6% | $6,689+191.5% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |