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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 | $181,752 | $201,370-9.7% | $184,256-1.4% | $145,897+24.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.75% | 29.05%-16.3pp | 28.85%-16.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $14,904 | $7,024+112.2% | $6,427+131.9% | $4,663+219.6% |
| Participant deferral / active EE | $9,393 | $9,808-4.2% | $9,133+2.8% | $6,689+40.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |