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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 | $211,880 | $115,814+82.9% | $101,275+109.2% | $158,982+33.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.04% | 56.16%-29.1pp | 46.48%-19.4pp | 302.99%-276.0pp |
| Employer contribution / active EE | $8,968 | $4,176+114.8% | $3,660+145.0% | $4,763+88.3% |
| Participant deferral / active EE | $18,208 | $4,958+267.2% | $4,371+316.6% | $5,983+204.3% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |