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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 | $211,156 | $124,314+69.9% | $109,163+93.4% | $167,518+26.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.63% | 26.04%-13.4pp | 25.75%-13.1pp | 478.71%-466.1pp |
| Employer contribution / active EE | $11,568 | $4,209+174.9% | $3,723+210.8% | $4,838+139.1% |
| Participant deferral / active EE | $6,186 | $5,256+17.7% | $4,654+32.9% | $6,342-2.5% |
| Admin fee / account holder | $7 | $7,973-99.9% | $6,754-99.9% | $12,312-99.9% |