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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 | $184,514 | $118,488+55.7% | $98,462+87.4% | $139,487+32.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.26% | 18.96%-4.7pp | 21.17%-6.9pp | 373.84%-359.6pp |
| Employer contribution / active EE | $5,354 | $3,611+48.3% | $3,049+75.6% | $4,755+12.6% |
| Participant deferral / active EE | $7,028 | $5,393+30.3% | $4,738+48.3% | $6,713+4.7% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |