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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 | $225,817 | $106,247+112.5% | $96,515+134.0% | $139,466+61.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 32.87% | 38.47%-5.6pp | 35.73%-2.9pp | 373.66%-340.8pp |
| Employer contribution / active EE | $16,942 | $4,106+312.6% | $3,740+353.1% | $4,754+256.4% |
| Participant deferral / active EE | $14,263 | $5,456+161.4% | $4,880+192.3% | $6,712+112.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |