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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 | $236,289 | $110,410+114.0% | $102,437+130.7% | $145,897+62.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.68% | 24.85%-11.2pp | 24.95%-11.3pp | 552.29%-538.6pp |
| Employer contribution / active EE | $12,702 | $4,217+201.2% | $3,871+228.2% | $4,663+172.4% |
| Participant deferral / active EE | $12,094 | $5,622+115.1% | $5,060+139.0% | $6,689+80.8% |
| Admin fee / account holder | $49 | $9,745-99.5% | $8,388-99.4% | $13,390-99.6% |