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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 | $205,534 | $117,846+74.4% | $102,434+100.7% | $145,884+40.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.49% | 31.90%-15.4pp | 29.46%-13.0pp | 551.85%-535.4pp |
| Employer contribution / active EE | $5,792 | $3,615+60.2% | $3,023+91.6% | $4,662+24.2% |
| Participant deferral / active EE | $18,138 | $5,733+216.4% | $5,055+258.8% | $6,690+171.1% |
| Admin fee / account holder | $112 | $13,356-99.2% | $9,462-98.8% | $13,392-99.2% |