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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 | $213,344 | $110,337+93.4% | $102,383+108.4% | $145,877+46.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.19% | 24.83%-9.6pp | 24.94%-9.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $5,020 | $4,216+19.1% | $3,870+29.7% | $4,663+7.7% |
| Participant deferral / active EE | $18,356 | $5,621+226.6% | $5,060+262.8% | $6,691+174.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |