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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 | $219,026 | $157,270+39.3% | $141,173+55.1% | $152,870+43.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.43% | 64.33%-40.9pp | 71.40%-48.0pp | 345.34%-321.9pp |
| Employer contribution / active EE | $4,070 | $5,261-22.6% | $4,735-14.1% | $4,763-14.5% |
| Participant deferral / active EE | $18,380 | $7,110+158.5% | $6,710+173.9% | $5,850+214.2% |
| Admin fee / account holder | $51 | $12,121-99.6% | $10,262-99.5% | $11,597-99.6% |