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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 | $247,541 | $181,896+36.1% | $156,551+58.1% | $273,972-9.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.27% | 30.74%-15.5pp | 32.23%-17.0pp | 41.46%-26.2pp |
| Employer contribution / active EE | $20,420 | $6,248+226.8% | $5,501+271.2% | $4,869+319.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $24 | $15,560-99.8% | $13,028-99.8% | $10,133-99.8% |