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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 | $122,642 | $113,338+8.2% | $94,993+29.1% | $147,586-16.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 20.01% | 20.80%-0.8pp | 27.14%-7.1pp | 578.59%-558.6pp |
| Employer contribution / active EE | $25,227 | $3,160+698.2% | $2,603+869.0% | $4,876+417.3% |
| Participant deferral / active EE | $12,303 | $3,777+225.7% | $3,317+270.9% | $5,439+126.2% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |