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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 | $208,247 | $183,592+13.4% | $155,574+33.9% | $145,877+42.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.69% | 61.37%-46.7pp | 64.87%-50.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,430 | $5,317-73.1% | $4,676-69.4% | $4,663-69.3% |
| Participant deferral / active EE | $3,419 | $6,466-47.1% | $5,629-39.3% | $6,691-48.9% |
| Admin fee / account holder | $38 | $19,316-99.8% | $15,914-99.8% | $13,402-99.7% |