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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 | $227,295 | $115,814+96.3% | $101,275+124.4% | $158,982+43.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.40% | 56.16%-33.8pp | 46.48%-24.1pp | 302.99%-280.6pp |
| Employer contribution / active EE | $2,577 | $4,176-38.3% | $3,660-29.6% | $4,763-45.9% |
| Participant deferral / active EE | $7,834 | $4,958+58.0% | $4,371+79.2% | $5,983+30.9% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |