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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 | $76,154 | $201,344-62.2% | $184,243-58.7% | $145,877-47.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.43% | 29.01%-7.6pp | 28.82%-7.4pp | 551.28%-529.9pp |
| Employer contribution / active EE | $10,887 | $7,022+55.0% | $6,427+69.4% | $4,663+133.5% |
| Participant deferral / active EE | $9,675 | $9,807-1.3% | $9,132+5.9% | $6,691+44.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |