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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 | $182,948 | $96,558+89.5% | $80,977+125.9% | $273,972-33.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.00% | 15.14%-6.1pp | 17.11%-8.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $21,049 | $4,869+332.3% | $3,715+466.7% | $4,869+332.3% |
| Participant deferral / active EE | $14,627 | $6,598+121.7% | $5,696+156.8% | $5,287+176.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |