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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 | $222,650 | $115,810+92.3% | $101,271+119.9% | $158,966+40.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.30% | 56.15%-46.9pp | 46.48%-37.2pp | 302.95%-293.7pp |
| Employer contribution / active EE | $2,773 | $4,175-33.6% | $3,660-24.2% | $4,762-41.8% |
| Participant deferral / active EE | $13,650 | $4,958+175.3% | $4,371+212.3% | $5,983+128.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |