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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 | $217,227 | $162,812+33.4% | $133,971+62.1% | $158,966+36.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.58% | 41.94%-25.4pp | 45.09%-28.5pp | 302.95%-286.4pp |
| Employer contribution / active EE | $13,053 | $4,976+162.3% | $3,919+233.1% | $4,762+174.1% |
| Participant deferral / active EE | $12,400 | $5,910+109.8% | $5,047+145.7% | $5,983+107.3% |
| Admin fee / account holder | $66 | $11,741-99.4% | $8,929-99.3% | $11,250-99.4% |