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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 | $245,407 | $117,904+108.1% | $102,457+139.5% | $145,978+68.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.53% | 31.80%-18.3pp | 29.41%-15.9pp | 550.52%-537.0pp |
| Employer contribution / active EE | $12,094 | $3,613+234.7% | $3,022+300.2% | $4,662+159.4% |
| Participant deferral / active EE | $34,460 | $5,733+501.0% | $5,054+581.8% | $6,690+415.1% |
| Admin fee / account holder | $214 | $13,329-98.4% | $9,451-97.7% | $13,400-98.4% |