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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 | $190,393 | $103,038+84.8% | $90,324+110.8% | $152,909+24.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.72% | 95.25%-73.5pp | 78.15%-56.4pp | 345.46%-323.7pp |
| Employer contribution / active EE | $4,073 | $3,141+29.7% | $2,856+42.6% | $4,764-14.5% |
| Participant deferral / active EE | $25,142 | $4,282+487.2% | $3,885+547.1% | $5,851+329.7% |
| Admin fee / account holder | $15 | $6,177-99.8% | $5,356-99.7% | $11,601-99.9% |