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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 | $244,033 | $103,008+136.9% | $90,304+170.2% | $152,897+59.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.42% | 95.22%-74.8pp | 78.13%-57.7pp | 345.43%-325.0pp |
| Employer contribution / active EE | $9,043 | $3,139+188.1% | $2,855+216.8% | $4,764+89.8% |
| Participant deferral / active EE | $14,023 | $4,281+227.5% | $3,885+261.0% | $5,851+139.7% |
| Admin fee / account holder | $280 | $6,175-95.5% | $5,354-94.8% | $11,599-97.6% |