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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 | $192,297 | $154,159+24.7% | $130,026+47.9% | $139,456+37.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.11% | 32.50%-22.4pp | -137.26%+147.4pp | 373.45%-363.3pp |
| Employer contribution / active EE | $14,301 | $5,292+170.3% | $4,321+231.0% | $4,753+200.9% |
| Participant deferral / active EE | $7,638 | $6,710+13.8% | $5,821+31.2% | $6,711+13.8% |
| Admin fee / account holder | $8 | $14,001-99.9% | $10,608-99.9% | $11,407-99.9% |