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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 | $218,579 | $65,712+232.6% | $57,196+282.2% | $273,972-20.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 19.33% | 22.01%-2.7pp | 14.59%+4.7pp | 41.46%-22.1pp |
| Employer contribution / active EE | $12,834 | $3,280+291.3% | $2,683+378.3% | $4,869+163.6% |
| Participant deferral / active EE | $9,971 | $3,782+163.7% | $3,096+222.0% | $5,287+88.6% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |