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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 | $155,214 | $118,496+31.0% | $98,461+57.6% | $139,466+11.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.54% | 18.96%-1.4pp | 21.17%-3.6pp | 373.66%-356.1pp |
| Employer contribution / active EE | $7,148 | $3,611+98.0% | $3,049+134.5% | $4,754+50.4% |
| Participant deferral / active EE | $5,711 | $5,393+5.9% | $4,738+20.5% | $6,712-14.9% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |