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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 | $210,229 | $90,486+132.3% | $78,676+167.2% | $273,972-23.3% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 6.16% | 75.62%-69.5pp | 62.19%-56.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $13,523 | $3,175+325.9% | $2,850+374.5% | $4,869+177.8% |
| Participant deferral / active EE | $6,495 | $3,901+66.5% | $3,517+84.7% | $5,287+22.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |