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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 | $185,040 | $94,439+95.9% | $73,658+151.2% | $154,746+19.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 22.38% | 28.25%-5.9pp | 29.72%-7.3pp | 172.34%-150.0pp |
| Employer contribution / active EE | $3,670 | $1,257+191.9% | $1,032+255.5% | $4,379-16.2% |
| Participant deferral / active EE | $31,000 | $2,527+1126.7% | $2,062+1403.5% | $6,730+360.6% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |