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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 | $125,237+98.2% | $105,608+135.0% | $145,877+70.1% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 8.92% | 225.76%-216.8pp | 116.50%-107.6pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,912 | $3,720-21.7% | $3,167-8.1% | $4,663-37.6% |
| Participant deferral / active EE | $12,500 | $5,711+118.9% | $5,010+149.5% | $6,691+86.8% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |