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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 | $224,453 | $171,272+31.1% | $127,803+75.6% | $152,909+46.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 13.90% | 23.54%-9.6pp | 26.14%-12.2pp | 345.46%-331.6pp |
| Employer contribution / active EE | $1,654 | $5,451-69.7% | $4,576-63.8% | $4,764-65.3% |
| Participant deferral / active EE | $16,167 | $7,043+129.5% | $6,023+168.4% | $5,851+176.3% |
| Admin fee / account holder | $0 | $14,540-100.0% | $9,399-100.0% | $11,601-100.0% |