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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 | $178,404 | $112,729+58.3% | $98,716+80.7% | $137,256+30.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.73% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $10,101 | $2,725+270.6% | $2,279+343.3% | $4,156+143.0% |
| Participant deferral / active EE | $6,740 | $4,640+45.3% | $4,048+66.5% | $6,407+5.2% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |