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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 | $144,476 | $201,372-28.3% | $184,260-21.6% | $145,884-1.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.89% | 29.04%-4.2pp | 28.84%-4.0pp | 551.85%-527.0pp |
| Employer contribution / active EE | $10,482 | $7,024+49.2% | $6,427+63.1% | $4,662+124.8% |
| Participant deferral / active EE | $11,675 | $9,808+19.0% | $9,133+27.8% | $6,690+74.5% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |