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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 | $175,282 | $176,838-0.9% | $146,685+19.5% | $167,518+4.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 31.62% | 24.04%+7.6pp | 22.75%+8.9pp | 478.71%-447.1pp |
| Employer contribution / active EE | $27,606 | $5,161+434.9% | $4,137+567.3% | $4,838+470.5% |
| Participant deferral / active EE | $17,648 | $6,441+174.0% | $5,507+220.5% | $6,342+178.3% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |