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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 | $126,340 | $176,786-28.5% | $146,643-13.8% | $167,536-24.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.76% | 24.04%-1.3pp | 22.75%0pp | 478.82%-456.1pp |
| Employer contribution / active EE | $14,157 | $5,161+174.3% | $4,137+242.2% | $4,839+192.6% |
| Participant deferral / active EE | $9,694 | $6,440+50.5% | $5,506+76.1% | $6,342+52.9% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |