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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 | $244,723 | $101,063+142.1% | $81,473+200.4% | $147,586+65.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 21.78% | 32.41%-10.6pp | 38.78%-17.0pp | 578.59%-556.8pp |
| Employer contribution / active EE | $13,143 | $3,206+310.0% | $2,568+411.8% | $4,876+169.5% |
| Participant deferral / active EE | $17,063 | $4,242+302.2% | $3,537+382.4% | $5,439+213.7% |
| Admin fee / account holder | $41 | $5,812-99.3% | $4,561-99.1% | $10,886-99.6% |