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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 | $64,394 | $201,370-68.0% | $184,256-65.1% | $145,897-55.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.93% | 29.05%-4.1pp | 28.85%-3.9pp | 552.29%-527.4pp |
| Employer contribution / active EE | $11,476 | $7,024+63.4% | $6,427+78.6% | $4,663+146.1% |
| Participant deferral / active EE | $9,566 | $9,808-2.5% | $9,133+4.7% | $6,689+43.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |