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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 | $221,081 | $162,812+35.8% | $133,971+65.0% | $158,966+39.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.38% | 41.94%-22.6pp | 45.09%-25.7pp | 302.95%-283.6pp |
| Employer contribution / active EE | $25,217 | $4,976+406.8% | $3,919+543.5% | $4,762+429.5% |
| Participant deferral / active EE | $11,924 | $5,910+101.8% | $5,047+136.2% | $5,983+99.3% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |