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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 | $110,337+114.2% | $102,383+130.8% | $145,877+62.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.68% | 24.83%-11.1pp | 24.94%-11.3pp | 551.28%-537.6pp |
| Employer contribution / active EE | $12,702 | $4,216+201.3% | $3,870+228.2% | $4,663+172.4% |
| Participant deferral / active EE | $12,094 | $5,621+115.2% | $5,060+139.0% | $6,691+80.8% |
| Admin fee / account holder | $49 | $9,750-99.5% | $8,391-99.4% | $13,402-99.6% |