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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 | $175,917 | $162,821+8.0% | $133,978+31.3% | $158,982+10.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.33% | 41.95%-16.6pp | 45.10%-19.8pp | 302.99%-277.7pp |
| Employer contribution / active EE | $17,618 | $4,976+254.0% | $3,919+349.6% | $4,763+269.9% |
| Participant deferral / active EE | $13,873 | $5,910+134.7% | $5,047+174.8% | $5,983+131.8% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |