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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 | $194,532 | $100,901+92.8% | $75,501+157.7% | $147,586+31.8% |
| Participation rate | 90.9% | 77.1%+13.8pp | 72.4%+18.6pp | 82.8%+8.1pp |
| Annual return | 17.02% | 35.78%-18.8pp | 27.35%-10.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $11,550 | $3,253+255.0% | $2,352+391.1% | $4,876+136.9% |
| Participant deferral / active EE | $11,304 | $4,027+180.7% | $3,142+259.7% | $5,439+107.8% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |