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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 | $129,358 | $197,637-34.5% | $177,848-27.3% | $158,982-18.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 58.74% | 58.77%0pp | 48.33%+10.4pp | 302.99%-244.2pp |
| Employer contribution / active EE | $16,364 | $6,698+144.3% | $5,919+176.5% | $4,763+243.6% |
| Participant deferral / active EE | $11,267 | $8,405+34.1% | $7,714+46.1% | $5,983+88.3% |
| Admin fee / account holder | $14 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |