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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 | $112,939 | $201,370-43.9% | $184,256-38.7% | $145,897-22.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 32.97% | 29.05%+3.9pp | 28.85%+4.1pp | 552.29%-519.3pp |
| Employer contribution / active EE | $15,401 | $7,024+119.3% | $6,427+139.6% | $4,663+230.3% |
| Participant deferral / active EE | $21,591 | $9,808+120.1% | $9,133+136.4% | $6,689+222.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |