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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 | $220,183 | $85,060+158.9% | $70,565+212.0% | $139,487+57.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 20.82% | 30.39%-9.6pp | 32.79%-12.0pp | 373.84%-353.0pp |
| Employer contribution / active EE | $3,733 | $3,912-4.6% | $2,976+25.5% | $4,755-21.5% |
| Participant deferral / active EE | $4,500 | $5,891-23.6% | $4,568-1.5% | $6,713-33.0% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |