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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 | $238,200 | $98,240+142.5% | $82,312+189.4% | $147,586+61.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 33.26% | 30.85%+2.4pp | 25.88%+7.4pp | 578.59%-545.3pp |
| Employer contribution / active EE | $24,603 | $3,192+670.9% | $2,428+913.2% | $4,876+404.5% |
| Participant deferral / active EE | $12,707 | $4,383+189.9% | $3,706+242.9% | $5,439+133.6% |
| Admin fee / account holder | $102 | $8,563-98.8% | $5,608-98.2% | $10,886-99.1% |