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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 | $240,642 | $124,346+93.5% | $111,306+116.2% | $167,553+43.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.72% | 37.46%-20.7pp | 54.67%-38.0pp | 478.89%-462.2pp |
| Employer contribution / active EE | $2,332 | $3,438-32.2% | $2,732-14.7% | $4,840-51.8% |
| Participant deferral / active EE | $6,099 | $5,182+17.7% | $4,488+35.9% | $6,343-3.8% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |