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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 | $235,494 | $157,829+49.2% | $136,867+72.1% | $198,609+18.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 15.29% | 51.25%-36.0pp | 42.97%-27.7pp | 202.70%-187.4pp |
| Employer contribution / active EE | $7,189 | $3,923+83.3% | $3,547+102.7% | $5,055+42.2% |
| Participant deferral / active EE | $14,596 | $5,463+167.2% | $4,924+196.4% | $6,977+109.2% |
| Admin fee / account holder | $13 | $11,107-99.9% | $10,340-99.9% | $19,030-99.9% |