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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 | $249,195 | $162,529+53.3% | $130,788+90.5% | $154,746+61.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.38% | 510.48%-495.1pp | 386.44%-371.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,053 | $4,447-53.8% | $3,558-42.3% | $4,379-53.1% |
| Participant deferral / active EE | $9,977 | $4,808+107.5% | $4,137+141.2% | $6,730+48.2% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |