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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 | $111,814+46.1% | $103,374+58.0% | $145,959+11.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.33% | 24.77%+2.6pp | 24.89%+2.4pp | 561.95%-534.6pp |
| Employer contribution / active EE | $5,693 | $4,214+35.1% | $3,869+47.1% | $4,661+22.1% |
| Participant deferral / active EE | $20,480 | $5,618+264.5% | $5,058+304.9% | $6,689+206.2% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |