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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 | $184,762 | $81,696+126.2% | $70,494+162.1% | $158,982+16.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 22.10% | 208.70%-186.6pp | 109.16%-87.1pp | 302.99%-280.9pp |
| Employer contribution / active EE | $4,004 | $3,220+24.4% | $2,738+46.2% | $4,763-15.9% |
| Participant deferral / active EE | $12,973 | $4,558+184.6% | $3,711+249.6% | $5,983+116.8% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |