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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 | $179,618 | $176,786+1.6% | $146,643+22.5% | $167,536+7.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 23.70% | 24.04%-0.3pp | 22.75%+1.0pp | 478.82%-455.1pp |
| Employer contribution / active EE | $20,602 | $5,161+299.2% | $4,137+398.0% | $4,839+325.7% |
| Participant deferral / active EE | $8,333 | $6,440+29.4% | $5,506+51.3% | $6,342+31.4% |
| Admin fee / account holder | $1 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |