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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 | $119,208 | $210,510-43.4% | $153,500-22.3% | $145,877-18.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.49% | 13.45%-3.0pp | 15.70%-5.2pp | 551.28%-540.8pp |
| Employer contribution / active EE | $31,349 | $6,052+418.0% | $5,039+522.1% | $4,663+572.3% |
| Participant deferral / active EE | $7,952 | $7,974-0.3% | $6,756+17.7% | $6,691+18.9% |
| Admin fee / account holder | $0 | $19,455-100.0% | $12,736-100.0% | $13,402-100.0% |