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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 | $150,296 | $118,467+26.9% | $98,450+52.7% | $139,456+7.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.96% | 18.95%-8.0pp | 21.16%-10.2pp | 373.45%-362.5pp |
| Employer contribution / active EE | $4,343 | $3,611+20.3% | $3,049+42.5% | $4,753-8.6% |
| Participant deferral / active EE | $4,439 | $5,393-17.7% | $4,739-6.3% | $6,711-33.9% |
| Admin fee / account holder | $0 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |