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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 | $235,212 | $101,063+132.7% | $81,473+188.7% | $147,586+59.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 27.76% | 32.41%-4.6pp | 38.78%-11.0pp | 578.59%-550.8pp |
| Employer contribution / active EE | $10,188 | $3,206+217.8% | $2,568+296.7% | $4,876+108.9% |
| Participant deferral / active EE | $6,515 | $4,242+53.6% | $3,537+84.2% | $5,439+19.8% |
| Admin fee / account holder | $300 | $5,812-94.8% | $4,561-93.4% | $10,886-97.2% |