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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 | $172,073 | $106,247+62.0% | $96,515+78.3% | $139,466+23.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.99% | 38.47%-23.5pp | 35.73%-20.7pp | 373.66%-358.7pp |
| Employer contribution / active EE | $11,133 | $4,106+171.1% | $3,740+197.7% | $4,754+134.2% |
| Participant deferral / active EE | $13,390 | $5,456+145.4% | $4,880+174.4% | $6,712+99.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |