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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 | $233,056 | $110,410+111.1% | $102,437+127.5% | $145,897+59.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 23.78% | 24.85%-1.1pp | 24.95%-1.2pp | 552.29%-528.5pp |
| Employer contribution / active EE | $11,272 | $4,217+167.3% | $3,871+191.2% | $4,663+141.8% |
| Participant deferral / active EE | $8,563 | $5,622+52.3% | $5,060+69.2% | $6,689+28.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |