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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 | $124,980+42.7% | $108,359+64.6% | $154,746+15.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.73% | 45.00%-30.3pp | 36.89%-22.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $10,101 | $2,851+254.3% | $2,399+320.9% | $4,379+130.7% |
| Participant deferral / active EE | $6,740 | $4,743+42.1% | $4,137+62.9% | $6,730+0.1% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |