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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 | $200,857 | $110,278+82.1% | $95,740+109.8% | $139,466+44.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.01% | 27.19%-9.2pp | 28.41%-10.4pp | 373.66%-355.7pp |
| Employer contribution / active EE | $8,204 | $3,260+151.6% | $2,836+189.3% | $4,754+72.6% |
| Participant deferral / active EE | $3,013 | $4,674-35.6% | $4,244-29.0% | $6,712-55.1% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |