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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 | $183,592+32.0% | $155,574+55.8% | $145,877+66.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.16% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,574 | $5,317-51.6% | $4,676-45.0% | $4,663-44.8% |
| Participant deferral / active EE | $9,457 | $6,466+46.3% | $5,629+68.0% | $6,691+41.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |