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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 | $180,847 | $115,225+57.0% | $100,712+79.6% | $138,895+30.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.41% | 40.35%-24.9pp | 33.27%-17.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $24,432 | $2,771+781.7% | $2,313+956.4% | $4,194+482.5% |
| Participant deferral / active EE | $11,941 | $4,699+154.1% | $4,085+192.3% | $6,396+86.7% |
| Admin fee / account holder | $283 | $10,844-97.4% | $9,256-96.9% | $12,562-97.7% |