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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 | $175,631 | $124,346+41.2% | $111,308+57.8% | $167,536+4.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.42% | 37.45%-25.0pp | 54.67%-42.2pp | 478.82%-466.4pp |
| Employer contribution / active EE | $9,253 | $3,437+169.2% | $2,732+238.7% | $4,839+91.2% |
| Participant deferral / active EE | $7,387 | $5,182+42.6% | $4,487+64.6% | $6,342+16.5% |
| Admin fee / account holder | $43 | $10,621-99.6% | $7,965-99.5% | $12,315-99.6% |