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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 | $221,484 | $97,125+128.0% | $86,233+156.8% | $137,256+61.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.94% | 74.19%-54.2pp | 61.39%-41.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,965 | $2,841+74.8% | $2,504+98.3% | $4,156+19.5% |
| Participant deferral / active EE | $9,110 | $5,180+75.9% | $4,559+99.8% | $6,407+42.2% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |