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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 | $151,963 | $110,410+37.6% | $102,437+48.3% | $145,897+4.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.12% | 24.85%-14.7pp | 24.95%-14.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $7,288 | $4,217+72.8% | $3,871+88.3% | $4,663+56.3% |
| Participant deferral / active EE | $10,509 | $5,622+86.9% | $5,060+107.7% | $6,689+57.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |