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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 | $97,636 | $275,752-64.6% | $256,809-62.0% | $198,609-50.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.41% | 34.81%-19.4pp | 32.73%-17.3pp | 202.70%-187.3pp |
| Employer contribution / active EE | $10,509 | $7,721+36.1% | $7,263+44.7% | $5,055+107.9% |
| Participant deferral / active EE | $8,872 | $10,037-11.6% | $9,520-6.8% | $6,977+27.2% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |