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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 | $207,909 | $123,155+68.8% | $108,753+91.2% | $155,188+34.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.16% | 44.73%-28.6pp | 37.47%-21.3pp | 148.84%-132.7pp |
| Employer contribution / active EE | $15,154 | $2,811+439.0% | $2,427+524.5% | $4,248+256.7% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $229 | $12,126-98.1% | $10,320-97.8% | $14,480-98.4% |