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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 | $192,320 | $117,895+63.1% | $102,460+87.7% | $145,897+31.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.18% | 31.92%-14.7pp | 29.47%-12.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $2,697 | $3,619-25.5% | $3,025-10.8% | $4,663-42.2% |
| Participant deferral / active EE | $2,448 | $5,736-57.3% | $5,056-51.6% | $6,689-63.4% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |