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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 | $242,791 | $110,337+120.0% | $102,383+137.1% | $145,877+66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.62% | 24.83%-15.2pp | 24.94%-15.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $21,182 | $4,216+402.4% | $3,870+447.3% | $4,663+354.3% |
| Participant deferral / active EE | $15,209 | $5,621+170.6% | $5,060+200.6% | $6,691+127.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |