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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 | $153,153 | $201,372-23.9% | $184,260-16.9% | $145,884+5.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.27% | 29.04%-15.8pp | 28.84%-15.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $10,502 | $7,024+49.5% | $6,427+63.4% | $4,662+125.3% |
| Participant deferral / active EE | $12,087 | $9,808+23.2% | $9,133+32.3% | $6,690+80.7% |
| Admin fee / account holder | $20 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |