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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 | $210,365 | $102,245+105.7% | $89,340+135.5% | $137,256+53.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.20% | 21.89%-8.7pp | 20.57%-7.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $7,508 | $2,529+196.8% | $2,231+236.5% | $4,156+80.6% |
| Participant deferral / active EE | $6,780 | $4,436+52.8% | $3,823+77.4% | $6,407+5.8% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |