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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 | $149,019 | $201,264-26.0% | $184,185-19.1% | $145,978+2.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.34% | 29.00%-17.7pp | 28.81%-17.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $19,880 | $7,021+183.2% | $6,426+209.4% | $4,662+326.5% |
| Participant deferral / active EE | $8,921 | $9,806-9.0% | $9,132-2.3% | $6,690+33.4% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |