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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 | $181,347 | $147,556+22.9% | $129,031+40.5% | $198,609-8.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 8.25% | 37.41%-29.2pp | 34.67%-26.4pp | 202.70%-194.4pp |
| Employer contribution / active EE | $11,030 | $3,645+202.6% | $3,226+241.9% | $5,055+118.2% |
| Participant deferral / active EE | $26,000 | $5,760+351.4% | $5,217+398.4% | $6,977+272.7% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |