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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 | $201,739 | $102,609+96.6% | $98,090+105.7% | $138,895+45.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 25.27% | 36.44%-11.2pp | 37.05%-11.8pp | 145.39%-120.1pp |
| Employer contribution / active EE | $10,500 | $3,867+171.5% | $3,606+191.2% | $4,194+150.3% |
| Participant deferral / active EE | $23,000 | $8,167+181.6% | $7,845+193.2% | $6,396+259.6% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |