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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 | $218,273 | $105,856+106.2% | $90,161+142.1% | $147,586+47.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.91% | 37.63%-22.7pp | 34.89%-20.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $5,850 | $4,126+41.8% | $3,318+76.3% | $4,876+20.0% |
| Participant deferral / active EE | $17,145 | $5,733+199.1% | $5,287+224.3% | $5,439+215.2% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |