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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 | $123,155+44.9% | $108,753+64.0% | $155,188+15.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.73% | 44.73%-30.0pp | 37.47%-22.7pp | 148.84%-134.1pp |
| Employer contribution / active EE | $10,101 | $2,811+259.3% | $2,427+316.3% | $4,248+137.8% |
| Participant deferral / active EE | $6,740 | $4,623+45.8% | $4,115+63.8% | $6,531+3.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |