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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 | $155,795 | $201,372-22.6% | $184,260-15.4% | $145,884+6.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.25% | 29.04%-17.8pp | 28.84%-17.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $5,995 | $7,024-14.7% | $6,427-6.7% | $4,662+28.6% |
| Participant deferral / active EE | $15,013 | $9,808+53.1% | $9,133+64.4% | $6,690+124.4% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |