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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 | $204,752 | $100,073+104.6% | $85,126+140.5% | $145,877+40.4% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 10.30% | 84.11%-73.8pp | 66.63%-56.3pp | 551.28%-541.0pp |
| Employer contribution / active EE | $15,512 | $3,236+379.3% | $2,731+467.9% | $4,663+232.7% |
| Participant deferral / active EE | $5,974 | $5,294+12.8% | $4,523+32.1% | $6,691-10.7% |
| Admin fee / account holder | $248 | $7,261-96.6% | $6,160-96.0% | $13,402-98.2% |