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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 | $233,817 | $98,240+138.0% | $82,312+184.1% | $147,586+58.4% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 14.46% | 30.85%-16.4pp | 25.88%-11.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $4,194 | $3,192+31.4% | $2,428+72.7% | $4,876-14.0% |
| Participant deferral / active EE | $9,710 | $4,383+121.5% | $3,706+162.0% | $5,439+78.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |