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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 | $138,697 | $103,393+34.1% | $87,103+59.2% | $152,909-9.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.87% | 28.10%-2.2pp | 28.19%-2.3pp | 345.46%-319.6pp |
| Employer contribution / active EE | $3,717 | $3,221+15.4% | $2,521+47.4% | $4,764-22.0% |
| Participant deferral / active EE | $10,360 | $4,778+116.8% | $4,049+155.9% | $5,851+77.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |