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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 | $227,963 | $92,798+145.7% | $96,707+135.7% | $137,256+66.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 16.47% | 31.24%-14.8pp | 34.78%-18.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $13,985 | $4,147+237.2% | $4,191+233.7% | $4,156+236.5% |
| Participant deferral / active EE | $16,016 | $5,877+172.5% | $5,997+167.1% | $6,407+150.0% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |