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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 | $124,425+52.2% | $112,040+69.0% | $137,256+38.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.11% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $23,133 | $3,411+578.1% | $2,954+683.1% | $4,156+456.6% |
| Participant deferral / active EE | $13,697 | $5,718+139.5% | $5,098+168.7% | $6,407+113.8% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |