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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 | $168,913 | $152,460+10.8% | $118,746+42.2% | $147,586+14.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 20.14% | 17.41%+2.7pp | 24.54%-4.4pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,124 | $5,046-77.7% | $4,193-73.2% | $4,876-77.0% |
| Participant deferral / active EE | $23,502 | $6,212+278.3% | $5,332+340.7% | $5,439+332.1% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |