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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 | $248,955 | $91,037+173.5% | $71,671+247.4% | $147,586+68.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 25.58% | 20.48%+5.1pp | 20.65%+4.9pp | 578.59%-553.0pp |
| Employer contribution / active EE | $19,594 | $3,327+488.9% | $2,460+696.5% | $4,876+301.8% |
| Participant deferral / active EE | $6,857 | $4,498+52.4% | $3,438+99.5% | $5,439+26.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |