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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 | $176,431 | $106,247+66.1% | $96,515+82.8% | $139,466+26.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.44% | 38.47%-21.0pp | 35.73%-18.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $29,152 | $4,106+610.0% | $3,740+679.5% | $4,754+513.2% |
| Participant deferral / active EE | $16,235 | $5,456+197.6% | $4,880+232.7% | $6,712+141.9% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |