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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 | $163,626 | $106,247+54.0% | $96,515+69.5% | $139,466+17.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.34% | 38.47%-18.1pp | 35.73%-15.4pp | 373.66%-353.3pp |
| Employer contribution / active EE | $11,493 | $4,106+179.9% | $3,740+207.3% | $4,754+141.8% |
| Participant deferral / active EE | $8,991 | $5,456+64.8% | $4,880+84.3% | $6,712+34.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |