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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 | $184,910 | $78,694+135.0% | $67,652+173.3% | $125,389+47.5% |
| Participation rate | 94.1% | 78.8%+15.3pp | 75.7%+18.5pp | 83.2%+10.9pp |
| Annual return | 7.33% | 9.46%-2.1pp | 6625.40%-6618.1pp | 282.24%-274.9pp |
| Employer contribution / active EE | $12,517 | $3,044+311.2% | $2,266+452.5% | $4,866+157.2% |
| Participant deferral / active EE | $6,130 | $4,292+42.8% | $3,560+72.2% | $5,352+14.6% |
| Admin fee / account holder | $213 | $7,403-97.1% | $4,821-95.6% | $9,541-97.8% |