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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 | $155,505 | $124,314+25.1% | $109,163+42.5% | $167,518-7.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.38% | 26.04%-5.7pp | 25.75%-5.4pp | 478.71%-458.3pp |
| Employer contribution / active EE | $4,182 | $4,209-0.6% | $3,723+12.4% | $4,838-13.6% |
| Participant deferral / active EE | $11,109 | $5,256+111.3% | $4,654+138.7% | $6,342+75.2% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |