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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 | $177,846 | $106,918+66.3% | $84,021+111.7% | $152,897+16.3% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.5%+6.4pp |
| Annual return | 20.44% | 105.01%-84.6pp | 71.32%-50.9pp | 345.43%-325.0pp |
| Employer contribution / active EE | $2,263 | $2,735-17.2% | $1,984+14.1% | $4,764-52.5% |
| Participant deferral / active EE | $7,072 | $4,012+76.2% | $3,239+118.3% | $5,851+20.9% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |