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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 | $108,201+68.8% | $77,498+135.6% | $158,931+14.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 32.89% | 31.68%+1.2pp | 54.79%-21.9pp | 302.86%-270.0pp |
| Employer contribution / active EE | $12,066 | $1,325+810.4% | $987+1122.9% | $4,761+153.4% |
| Participant deferral / active EE | $6,703 | $2,457+172.8% | $1,861+260.1% | $5,982+12.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,858-100.0% | $11,247-100.0% |