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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 | $234,867 | $90,538+159.4% | $88,457+165.5% | $154,746+51.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 21.32% | 37.97%-16.6pp | 32.69%-11.4pp | 172.34%-151.0pp |
| Employer contribution / active EE | $12,717 | $4,914+158.8% | $4,681+171.6% | $4,379+190.4% |
| Participant deferral / active EE | $12,433 | $6,073+104.7% | $5,667+119.4% | $6,730+84.7% |
| Admin fee / account holder | $225 | $10,337-97.8% | $9,606-97.7% | $14,365-98.4% |