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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 | $150,207 | $124,314+20.8% | $109,163+37.6% | $167,518-10.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.73% | 26.04%-7.3pp | 25.75%-7.0pp | 478.71%-460.0pp |
| Employer contribution / active EE | $3,363 | $4,209-20.1% | $3,723-9.7% | $4,838-30.5% |
| Participant deferral / active EE | $13,145 | $5,256+150.1% | $4,654+182.5% | $6,342+107.3% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |