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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 | $201,041 | $117,846+70.6% | $102,434+96.3% | $145,884+37.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.73% | 31.90%-17.2pp | 29.46%-14.7pp | 551.85%-537.1pp |
| Employer contribution / active EE | $3,743 | $3,615+3.5% | $3,023+23.8% | $4,662-19.7% |
| Participant deferral / active EE | $7,486 | $5,733+30.6% | $5,055+48.1% | $6,690+11.9% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |