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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 | $188,136 | $101,063+86.2% | $81,473+130.9% | $147,585+27.5% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 14.74% | 32.41%-17.7pp | 38.78%-24.0pp | 578.58%-563.8pp |
| Employer contribution / active EE | $5,404 | $3,206+68.6% | $2,568+110.5% | $4,876+10.8% |
| Participant deferral / active EE | $7,541 | $4,242+77.8% | $3,537+113.2% | $5,439+38.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |