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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 | $242,370 | $183,539+32.1% | $155,556+55.8% | $145,897+66.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.16% | 61.31%-49.2pp | 64.84%-52.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,574 | $5,315-51.6% | $4,675-45.0% | $4,663-44.8% |
| Participant deferral / active EE | $9,457 | $6,467+46.2% | $5,631+68.0% | $6,689+41.4% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |