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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 | $165,873 | $110,212+50.5% | $96,534+71.8% | $139,466+18.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.52% | 26.42%-1.9pp | 25.88%-1.4pp | 373.66%-349.1pp |
| Employer contribution / active EE | $11,342 | $3,620+213.3% | $2,965+282.5% | $4,754+138.6% |
| Participant deferral / active EE | $7,898 | $5,547+42.4% | $4,851+62.8% | $6,712+17.7% |
| Admin fee / account holder | $30 | $11,599-99.7% | $8,253-99.6% | $11,409-99.7% |