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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 | $213,090 | $91,037+134.1% | $71,671+197.3% | $147,586+44.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 38.19% | 20.48%+17.7pp | 20.65%+17.5pp | 578.59%-540.4pp |
| Employer contribution / active EE | $3,188 | $3,327-4.2% | $2,460+29.6% | $4,876-34.6% |
| Participant deferral / active EE | $10,836 | $4,498+140.9% | $3,438+215.2% | $5,439+99.2% |
| Admin fee / account holder | $178 | $8,613-97.9% | $5,558-96.8% | $10,886-98.4% |