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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 | $236,991 | $106,247+123.1% | $96,515+145.5% | $139,466+69.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.86% | 38.47%-26.6pp | 35.73%-23.9pp | 373.66%-361.8pp |
| Employer contribution / active EE | $12,763 | $4,106+210.8% | $3,740+241.3% | $4,754+168.5% |
| Participant deferral / active EE | $9,514 | $5,456+74.4% | $4,880+95.0% | $6,712+41.7% |
| Admin fee / account holder | $189 | $7,885-97.6% | $6,735-97.2% | $11,409-98.3% |