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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 | $191,016 | $96,965+97.0% | $97,995+94.9% | $147,586+29.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 36.77% | 24.11%+12.7pp | 23.94%+12.8pp | 578.59%-541.8pp |
| Employer contribution / active EE | $4,941 | $4,536+8.9% | $4,158+18.8% | $4,876+1.3% |
| Participant deferral / active EE | $13,892 | $5,081+173.4% | $5,097+172.6% | $5,439+155.4% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |