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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 | $208,579 | $117,829+77.0% | $102,423+103.6% | $145,877+43.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.77% | 31.83%-17.1pp | 29.42%-14.7pp | 551.28%-536.5pp |
| Employer contribution / active EE | $4,304 | $3,615+19.1% | $3,023+42.4% | $4,663-7.7% |
| Participant deferral / active EE | $9,116 | $5,732+59.0% | $5,054+80.4% | $6,691+36.3% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |