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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 | $138,343 | $101,063+36.9% | $81,473+69.8% | $147,586-6.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 8.39% | 32.41%-24.0pp | 38.78%-30.4pp | 578.59%-570.2pp |
| Employer contribution / active EE | $3,469 | $3,206+8.2% | $2,568+35.1% | $4,876-28.9% |
| Participant deferral / active EE | $16,333 | $4,242+285.0% | $3,537+361.8% | $5,439+200.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |