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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 | $223,159 | $105,856+110.8% | $90,161+147.5% | $147,586+51.2% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 16.00% | 37.63%-21.6pp | 34.89%-18.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,154 | $4,126-72.0% | $3,318-65.2% | $4,876-76.3% |
| Participant deferral / active EE | $14,345 | $5,733+150.2% | $5,287+171.3% | $5,439+163.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |