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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 | $220,113 | $96,524+128.0% | $75,900+190.0% | $152,909+44.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 18.51% | 33.93%-15.4pp | 30.73%-12.2pp | 345.46%-327.0pp |
| Employer contribution / active EE | $1,180 | $3,311-64.4% | $2,501-52.8% | $4,764-75.2% |
| Participant deferral / active EE | $3,675 | $4,554-19.3% | $3,604+2.0% | $5,851-37.2% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |