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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 | $182,618 | $108,285+68.6% | $77,552+135.5% | $158,982+14.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 32.89% | 31.69%+1.2pp | 54.82%-21.9pp | 302.99%-270.1pp |
| Employer contribution / active EE | $12,066 | $1,325+810.6% | $987+1122.9% | $4,763+153.3% |
| Participant deferral / active EE | $6,703 | $2,455+173.0% | $1,861+260.2% | $5,983+12.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |