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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 | $188,684 | $107,353+75.8% | $92,903+103.1% | $152,885+23.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.35% | 145.62%-128.3pp | 109.43%-92.1pp | 345.39%-328.0pp |
| Employer contribution / active EE | $3,754 | $4,222-11.1% | $3,653+2.8% | $4,763-21.2% |
| Participant deferral / active EE | $14,775 | $4,848+204.8% | $4,238+248.6% | $5,851+152.5% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |