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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 | $223,809 | $106,236+110.7% | $96,496+131.9% | $139,427+60.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.98% | 38.43%-21.5pp | 35.70%-18.7pp | 373.27%-356.3pp |
| Employer contribution / active EE | $37,976 | $4,104+825.4% | $3,738+916.0% | $4,752+699.2% |
| Participant deferral / active EE | $13,775 | $5,455+152.5% | $4,879+182.3% | $6,711+105.3% |
| Admin fee / account holder | $20 | $7,879-99.7% | $6,731-99.7% | $11,404-99.8% |