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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 | $218,060 | $111,814+95.0% | $93,654+132.8% | $145,959+49.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.76% | 203.30%-194.5pp | 133.34%-124.6pp | 561.95%-553.2pp |
| Employer contribution / active EE | $3,542 | $3,092+14.6% | $2,421+46.3% | $4,661-24.0% |
| Participant deferral / active EE | $10,678 | $4,914+117.3% | $4,413+142.0% | $6,689+59.7% |
| Admin fee / account holder | $256 | $10,246-97.5% | $8,282-96.9% | $13,398-98.1% |