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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 | $166,207 | $113,338+46.6% | $94,993+75.0% | $147,586+12.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.85% | 20.80%-3.9pp | 27.14%-10.3pp | 578.59%-561.7pp |
| Employer contribution / active EE | $14,402 | $3,160+355.7% | $2,603+453.2% | $4,876+195.3% |
| Participant deferral / active EE | $5,833 | $3,777+54.4% | $3,317+75.9% | $5,439+7.3% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |