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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 | $205,481 | $100,262+104.9% | $81,370+152.5% | $145,897+40.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.74% | 34.52%-23.8pp | 24.85%-14.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $3,269 | $2,979+9.7% | $2,464+32.7% | $4,663-29.9% |
| Participant deferral / active EE | $12,395 | $4,612+168.7% | $3,885+219.0% | $6,689+85.3% |
| Admin fee / account holder | $106 | $8,163-98.7% | $5,749-98.1% | $13,390-99.2% |