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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 | $238,097 | $152,612+56.0% | $125,192+90.2% | $152,897+55.7% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 20.12% | 54.85%-34.7pp | 43.79%-23.7pp | 345.43%-325.3pp |
| Employer contribution / active EE | $8,762 | $4,947+77.1% | $3,866+126.6% | $4,764+83.9% |
| Participant deferral / active EE | $12,550 | $5,868+113.9% | $4,937+154.2% | $5,851+114.5% |
| Admin fee / account holder | $184 | $13,437-98.6% | $9,704-98.1% | $11,599-98.4% |