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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 | $238,810 | $100,970+136.5% | $96,576+147.3% | $137,256+74.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.14% | 38.16%-25.0pp | 38.47%-25.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $16,833 | $3,809+341.9% | $3,553+373.8% | $4,156+305.0% |
| Participant deferral / active EE | $28,500 | $8,286+243.9% | $7,956+258.2% | $6,407+344.8% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |