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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 | $223,431 | $165,939+34.6% | $122,354+82.6% | $147,586+51.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.46% | 34.56%-20.1pp | 30.28%-15.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $8,502 | $5,754+47.8% | $4,051+109.9% | $4,876+74.4% |
| Participant deferral / active EE | $4,406 | $4,005+10.0% | $3,287+34.0% | $5,439-19.0% |
| Admin fee / account holder | $76 | $7,425-99.0% | $5,479-98.6% | $10,886-99.3% |