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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 | $154,088 | $110,410+39.6% | $102,437+50.4% | $145,897+5.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.63% | 24.85%-10.2pp | 24.95%-10.3pp | 552.29%-537.7pp |
| Employer contribution / active EE | $11,739 | $4,217+178.3% | $3,871+203.3% | $4,663+151.8% |
| Participant deferral / active EE | $10,013 | $5,622+78.1% | $5,060+97.9% | $6,689+49.7% |
| Admin fee / account holder | $5 | $9,745-99.9% | $8,388-99.9% | $13,390-100.0% |