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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 | $247,502 | $96,524+156.4% | $75,900+226.1% | $152,909+61.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 23.50% | 33.93%-10.4pp | 30.73%-7.2pp | 345.46%-322.0pp |
| Employer contribution / active EE | $15,096 | $3,311+356.0% | $2,501+503.6% | $4,764+216.9% |
| Participant deferral / active EE | $6,893 | $4,554+51.4% | $3,604+91.3% | $5,851+17.8% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |