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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 | $204,463 | $162,821+25.6% | $133,978+52.6% | $158,982+28.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.66% | 41.95%-32.3pp | 45.10%-35.4pp | 302.99%-293.3pp |
| Employer contribution / active EE | $3,059 | $4,976-38.5% | $3,919-22.0% | $4,763-35.8% |
| Participant deferral / active EE | $14,020 | $5,910+137.2% | $5,047+177.8% | $5,983+134.3% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |