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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 | $152,759 | $110,278+38.5% | $95,740+59.6% | $139,466+9.5% |
| Participation rate | 86.7% | 75.7%+10.9pp | 72.3%+14.4pp | 80.3%+6.3pp |
| Annual return | 19.54% | 27.19%-7.6pp | 28.41%-8.9pp | 373.66%-354.1pp |
| Employer contribution / active EE | $14,259 | $3,260+337.3% | $2,836+402.7% | $4,754+199.9% |
| Participant deferral / active EE | $7,810 | $4,674+67.1% | $4,244+84.0% | $6,712+16.4% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |