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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 | $159,711 | $98,240+62.6% | $82,312+94.0% | $147,586+8.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.20% | 30.85%-10.7pp | 25.88%-5.7pp | 578.59%-558.4pp |
| Employer contribution / active EE | $14,445 | $3,192+352.6% | $2,428+494.8% | $4,876+196.2% |
| Participant deferral / active EE | $7,436 | $4,383+69.6% | $3,706+100.6% | $5,439+36.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |