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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 | $248,193 | $125,190+98.3% | $105,624+135.0% | $145,897+70.1% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 8.92% | 225.22%-216.3pp | 116.20%-107.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,912 | $3,720-21.7% | $3,168-8.1% | $4,663-37.6% |
| Participant deferral / active EE | $12,500 | $5,716+118.7% | $5,013+149.4% | $6,689+86.9% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |