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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 | $189,367 | $136,860+38.4% | $120,344+57.4% | $154,746+22.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.11% | 21.38%-8.3pp | 20.30%-7.2pp | 172.34%-159.2pp |
| Employer contribution / active EE | $23,133 | $3,533+554.8% | $3,020+666.0% | $4,379+428.3% |
| Participant deferral / active EE | $13,697 | $5,793+136.4% | $5,135+166.8% | $6,730+103.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |