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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 | $159,808 | $124,351+28.5% | $109,188+46.4% | $167,553-4.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.75% | 26.04%-7.3pp | 25.76%-7.0pp | 478.89%-460.1pp |
| Employer contribution / active EE | $4,489 | $4,210+6.6% | $3,723+20.6% | $4,840-7.2% |
| Participant deferral / active EE | $12,846 | $5,257+144.4% | $4,654+176.0% | $6,343+102.5% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |