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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 | $226,244 | $228,395-0.9% | $185,861+21.7% | $158,982+42.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.97% | 40.82%-17.9pp | 35.96%-13.0pp | 302.99%-280.0pp |
| Employer contribution / active EE | $19,337 | $4,968+289.3% | $4,088+373.0% | $4,763+306.0% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |