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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 | $232,577 | $105,856+119.7% | $90,161+158.0% | $147,586+57.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.88% | 37.63%-23.7pp | 34.89%-21.0pp | 578.59%-564.7pp |
| Employer contribution / active EE | $3,922 | $4,126-5.0% | $3,318+18.2% | $4,876-19.6% |
| Participant deferral / active EE | $11,573 | $5,733+101.9% | $5,287+118.9% | $5,439+112.8% |
| Admin fee / account holder | $13 | $8,046-99.8% | $5,943-99.8% | $10,886-99.9% |