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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 | $204,523 | $148,629+37.6% | $135,982+50.4% | $139,487+46.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.31% | 79.33%-56.0pp | 68.32%-45.0pp | 373.84%-350.5pp |
| Employer contribution / active EE | $3,552 | $5,247-32.3% | $4,859-26.9% | $4,755-25.3% |
| Participant deferral / active EE | $12,343 | $8,102+52.3% | $7,760+59.1% | $6,713+83.9% |
| Admin fee / account holder | $84 | $12,406-99.3% | $10,767-99.2% | $11,407-99.3% |