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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 | $163,380 | $110,410+48.0% | $102,437+59.5% | $145,897+12.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.33% | 24.85%+2.5pp | 24.95%+2.4pp | 552.29%-525.0pp |
| Employer contribution / active EE | $5,693 | $4,217+35.0% | $3,871+47.1% | $4,663+22.1% |
| Participant deferral / active EE | $20,480 | $5,622+264.3% | $5,060+304.7% | $6,689+206.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |