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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 | $182,349 | $102,828+77.3% | $105,387+73.0% | $152,909+19.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.34% | 20.85%+0.5pp | 26.82%-5.5pp | 345.46%-324.1pp |
| Employer contribution / active EE | $19,683 | $4,473+340.1% | $4,213+367.2% | $4,764+313.2% |
| Participant deferral / active EE | $22,822 | $5,465+317.6% | $5,502+314.8% | $5,851+290.0% |
| Admin fee / account holder | $25 | $8,683-99.7% | $6,559-99.6% | $11,601-99.8% |