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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 | $237,378 | $117,895+101.3% | $102,460+131.7% | $145,897+62.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.66% | 31.92%-19.3pp | 29.47%-16.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $10,693 | $3,619+195.5% | $3,025+253.5% | $4,663+129.3% |
| Participant deferral / active EE | $9,989 | $5,736+74.1% | $5,056+97.6% | $6,689+49.3% |
| Admin fee / account holder | $37 | $13,353-99.7% | $9,460-99.6% | $13,390-99.7% |