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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 | $177,080 | $103,392+71.3% | $87,104+103.3% | $152,897+15.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 24.51% | 28.10%-3.6pp | 28.19%-3.7pp | 345.43%-320.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,600 | $4,778+163.7% | $4,048+211.2% | $5,851+115.3% |
| Admin fee / account holder | $21 | $12,194-99.8% | $7,491-99.7% | $11,599-99.8% |