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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 | $140,776 | $91,037+54.6% | $71,671+96.4% | $147,586-4.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.90% | 20.48%-2.6pp | 20.65%-2.7pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,687 | $3,327-19.2% | $2,460+9.3% | $4,876-44.9% |
| Participant deferral / active EE | $7,949 | $4,498+76.7% | $3,438+131.2% | $5,439+46.1% |
| Admin fee / account holder | $218 | $8,613-97.5% | $5,558-96.1% | $10,886-98.0% |