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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 | $213,984 | $69,248+209.0% | $64,101+233.8% | $139,466+53.4% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 32.05% | 45.95%-13.9pp | 33.72%-1.7pp | 373.66%-341.6pp |
| Employer contribution / active EE | $5,919 | $3,185+85.8% | $2,749+115.3% | $4,754+24.5% |
| Participant deferral / active EE | $14,241 | $4,682+204.2% | $3,881+267.0% | $6,712+112.2% |
| Admin fee / account holder | $20 | $4,247-99.5% | $3,070-99.3% | $11,409-99.8% |