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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 | $244,642 | $183,592+33.3% | $155,574+57.3% | $145,877+67.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.58% | 61.37%-45.8pp | 64.87%-49.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $13,879 | $5,317+161.0% | $4,676+196.8% | $4,663+197.6% |
| Participant deferral / active EE | $17,145 | $6,466+165.2% | $5,629+204.6% | $6,691+156.3% |
| Admin fee / account holder | $194 | $19,316-99.0% | $15,914-98.8% | $13,402-98.6% |