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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 | $193,047 | $117,829+63.8% | $102,423+88.5% | $145,877+32.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.70% | 31.83%-20.1pp | 29.42%-17.7pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,741 | $3,615+3.5% | $3,023+23.8% | $4,663-19.8% |
| Participant deferral / active EE | $4,912 | $5,732-14.3% | $5,054-2.8% | $6,691-26.6% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |