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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 | $115,530 | $201,370-42.6% | $184,256-37.3% | $145,897-20.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.65% | 29.05%-3.4pp | 28.85%-3.2pp | 552.29%-526.6pp |
| Employer contribution / active EE | $14,849 | $7,024+111.4% | $6,427+131.0% | $4,663+218.5% |
| Participant deferral / active EE | $14,898 | $9,808+51.9% | $9,133+63.1% | $6,689+122.7% |
| Admin fee / account holder | $61 | $16,364-99.6% | $13,899-99.6% | $13,390-99.5% |