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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 | $182,264 | $106,918+70.5% | $84,021+116.9% | $152,897+19.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.5%+8.5pp |
| Annual return | 26.27% | 105.01%-78.7pp | 71.32%-45.0pp | 345.43%-319.2pp |
| Employer contribution / active EE | $8,761 | $2,735+220.3% | $1,984+341.6% | $4,764+83.9% |
| Participant deferral / active EE | $6,714 | $4,012+67.3% | $3,239+107.3% | $5,851+14.7% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |