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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 | $201,877 | $87,166+131.6% | $76,735+163.1% | $137,256+47.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.92% | 26.50%-10.6pp | 29.77%-13.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $7,434 | $2,904+156.0% | $2,454+202.9% | $4,156+78.9% |
| Participant deferral / active EE | $17,246 | $4,726+264.9% | $4,088+321.9% | $6,407+169.2% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |