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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 | $185,462 | $103,008+80.0% | $90,304+105.4% | $152,897+21.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.62% | 95.22%-70.6pp | 78.13%-53.5pp | 345.43%-320.8pp |
| Employer contribution / active EE | $14,599 | $3,139+365.0% | $2,855+411.4% | $4,764+206.5% |
| Participant deferral / active EE | $10,909 | $4,281+154.8% | $3,885+180.8% | $5,851+86.4% |
| Admin fee / account holder | $18 | $6,175-99.7% | $5,354-99.7% | $11,599-99.8% |