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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 | $223,360 | $148,623+50.3% | $135,974+64.3% | $139,466+60.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.03% | 79.30%-62.3pp | 68.30%-51.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $1,559 | $5,246-70.3% | $4,859-67.9% | $4,754-67.2% |
| Participant deferral / active EE | $15,313 | $8,103+89.0% | $7,760+97.3% | $6,712+128.1% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |