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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 | $182,587 | $97,289+87.7% | $92,805+96.7% | $155,188+17.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 22.58% | 29.03%-6.5pp | 31.59%-9.0pp | 148.84%-126.3pp |
| Employer contribution / active EE | $24,503 | $3,632+574.7% | $3,424+615.6% | $4,248+476.8% |
| Participant deferral / active EE | $17,479 | $8,795+98.7% | $8,448+106.9% | $6,531+167.6% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |