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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 | $240,117 | $117,895+103.7% | $102,460+134.4% | $145,897+64.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.42% | 31.92%-9.5pp | 29.47%-7.1pp | 552.29%-529.9pp |
| Employer contribution / active EE | $14,485 | $3,619+300.3% | $3,025+378.8% | $4,663+210.7% |
| Participant deferral / active EE | $16,307 | $5,736+184.3% | $5,056+222.5% | $6,689+143.8% |
| Admin fee / account holder | $30 | $13,353-99.8% | $9,460-99.7% | $13,390-99.8% |