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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 | $190,473 | $213,785-10.9% | $185,441+2.7% | $155,188+22.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.14% | 19.97%-1.8pp | 20.16%-2.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $24,409 | $5,393+352.6% | $4,672+422.4% | $4,248+474.6% |
| Participant deferral / active EE | $19,387 | $6,864+182.4% | $6,152+215.2% | $6,531+196.8% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |