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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 | $231,868 | $162,821+42.4% | $133,978+73.1% | $158,982+45.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.03% | 41.95%-19.9pp | 45.10%-23.1pp | 302.99%-281.0pp |
| Employer contribution / active EE | $3,862 | $4,976-22.4% | $3,919-1.4% | $4,763-18.9% |
| Participant deferral / active EE | $9,959 | $5,910+68.5% | $5,047+97.3% | $5,983+66.4% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |