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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 | $231,750 | $174,379+32.9% | $152,093+52.4% | $138,895+66.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.18% | 74.86%-55.7pp | 66.36%-47.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,822 | $4,652-39.3% | $4,175-32.4% | $4,194-32.7% |
| Participant deferral / active EE | $8,697 | $6,159+41.2% | $5,451+59.5% | $6,396+36.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |