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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 | $158,245 | $110,410+43.3% | $102,437+54.5% | $145,897+8.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.76% | 24.85%-13.1pp | 24.95%-13.2pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,947 | $4,217-30.1% | $3,871-23.9% | $4,663-36.8% |
| Participant deferral / active EE | $16,298 | $5,622+189.9% | $5,060+222.1% | $6,689+143.6% |
| Admin fee / account holder | $24 | $9,745-99.8% | $8,388-99.7% | $13,390-99.8% |