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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 | $159,069 | $107,733+47.7% | $92,985+71.1% | $154,746+2.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 11.66% | 30.39%-18.7pp | 27.99%-16.3pp | 172.34%-160.7pp |
| Employer contribution / active EE | $16,625 | $3,126+431.8% | $2,662+524.5% | $4,379+279.6% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |