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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 | $207,993 | $124,330+67.3% | $109,173+90.5% | $167,536+24.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.31% | 26.04%-10.7pp | 25.75%-10.4pp | 478.82%-463.5pp |
| Employer contribution / active EE | $14,303 | $4,209+239.8% | $3,723+284.2% | $4,839+195.6% |
| Participant deferral / active EE | $6,602 | $5,256+25.6% | $4,654+41.9% | $6,342+4.1% |
| Admin fee / account holder | $5 | $7,974-99.9% | $6,755-99.9% | $12,315-100.0% |