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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 | $243,306 | $124,330+95.7% | $109,173+122.9% | $167,536+45.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.37% | 26.04%-8.7pp | 25.75%-8.4pp | 478.82%-461.4pp |
| Employer contribution / active EE | $9,653 | $4,209+129.3% | $3,723+159.3% | $4,839+99.5% |
| Participant deferral / active EE | $7,206 | $5,256+37.1% | $4,654+54.8% | $6,342+13.6% |
| Admin fee / account holder | $30 | $7,974-99.6% | $6,755-99.5% | $12,315-99.8% |