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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 | $151,963 | $111,814+35.9% | $103,378+47.0% | $145,978+4.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.12% | 24.80%-14.7pp | 24.91%-14.8pp | 550.52%-540.4pp |
| Employer contribution / active EE | $7,288 | $4,215+72.9% | $3,870+88.3% | $4,662+56.3% |
| Participant deferral / active EE | $10,509 | $5,618+87.1% | $5,058+107.8% | $6,690+57.1% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |