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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 | $224,714 | $96,558+132.7% | $80,977+177.5% | $273,972-18.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.37% | 15.14%-0.8pp | 17.11%-2.7pp | 41.46%-27.1pp |
| Employer contribution / active EE | $22,337 | $4,869+358.8% | $3,715+501.3% | $4,869+358.8% |
| Participant deferral / active EE | $12,478 | $6,598+89.1% | $5,696+119.1% | $5,287+136.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |