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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 | $187,436 | $106,247+76.4% | $96,515+94.2% | $139,466+34.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.95% | 38.47%-23.5pp | 35.73%-20.8pp | 373.66%-358.7pp |
| Employer contribution / active EE | $24,201 | $4,106+489.4% | $3,740+547.2% | $4,754+409.1% |
| Participant deferral / active EE | $20,657 | $5,456+278.6% | $4,880+323.3% | $6,712+207.8% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |