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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 | $230,958 | $117,829+96.0% | $102,423+125.5% | $145,877+58.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.89% | 31.83%-14.9pp | 29.42%-12.5pp | 551.28%-534.4pp |
| Employer contribution / active EE | $19,400 | $3,615+436.7% | $3,023+541.8% | $4,663+316.0% |
| Participant deferral / active EE | $16,413 | $5,732+186.3% | $5,054+224.7% | $6,691+145.3% |
| Admin fee / account holder | $8 | $13,335-99.9% | $9,455-99.9% | $13,402-99.9% |