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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 | $126,028 | $110,307+14.3% | $96,576+30.5% | $139,456-9.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.05% | 26.40%-11.3pp | 25.87%-10.8pp | 373.45%-358.4pp |
| Employer contribution / active EE | $15,230 | $3,619+320.8% | $2,965+413.7% | $4,753+220.4% |
| Participant deferral / active EE | $6,167 | $5,547+11.2% | $4,851+27.1% | $6,711-8.1% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |