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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 | $243,613 | $98,240+148.0% | $82,312+196.0% | $147,586+65.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.39% | 30.85%-14.5pp | 25.88%-9.5pp | 578.59%-562.2pp |
| Employer contribution / active EE | $4,466 | $3,192+39.9% | $2,428+83.9% | $4,876-8.4% |
| Participant deferral / active EE | $10,344 | $4,383+136.0% | $3,706+179.1% | $5,439+90.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |