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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 | $207,895 | $115,903+79.4% | $100,528+106.8% | $158,966+30.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.05% | 34.80%-21.8pp | 30.90%-17.8pp | 302.95%-289.9pp |
| Employer contribution / active EE | $5,096 | $4,105+24.1% | $3,419+49.1% | $4,762+7.0% |
| Participant deferral / active EE | $14,153 | $6,677+112.0% | $6,271+125.7% | $5,983+136.5% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |