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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 | $106,280+110.6% | $96,538+131.8% | $139,487+60.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.98% | 38.48%-21.5pp | 35.74%-18.8pp | 373.84%-356.9pp |
| Employer contribution / active EE | $37,976 | $4,107+824.7% | $3,740+915.3% | $4,755+698.7% |
| Participant deferral / active EE | $13,775 | $5,457+152.4% | $4,880+182.2% | $6,713+105.2% |
| Admin fee / account holder | $20 | $7,888-99.7% | $6,737-99.7% | $11,407-99.8% |