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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 | $234,453 | $162,821+44.0% | $133,978+75.0% | $158,982+47.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.97% | 41.95%-28.0pp | 45.10%-31.1pp | 302.99%-289.0pp |
| Employer contribution / active EE | $2,387 | $4,976-52.0% | $3,919-39.1% | $4,763-49.9% |
| Participant deferral / active EE | $5,460 | $5,910-7.6% | $5,047+8.2% | $5,983-8.8% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |