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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 | $237,872 | $118,877+100.1% | $96,570+146.3% | $167,536+42.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.11% | 50.50%-35.4pp | 37.79%-22.7pp | 478.82%-463.7pp |
| Employer contribution / active EE | $2,415 | $3,121-22.6% | $2,357+2.5% | $4,839-50.1% |
| Participant deferral / active EE | $10,633 | $4,617+130.3% | $3,849+176.2% | $6,342+67.7% |
| Admin fee / account holder | $281 | $8,069-96.5% | $6,182-95.5% | $12,315-97.7% |