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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 | $193,685 | $118,496+63.5% | $98,461+96.7% | $139,466+38.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.88% | 18.96%-2.1pp | 21.17%-4.3pp | 373.66%-356.8pp |
| Employer contribution / active EE | $2,857 | $3,611-20.9% | $3,049-6.3% | $4,754-39.9% |
| Participant deferral / active EE | $8,814 | $5,393+63.4% | $4,738+86.0% | $6,712+31.3% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |