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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 | $241,290 | $183,539+31.5% | $155,556+55.1% | $145,897+65.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.81% | 61.31%-43.5pp | 64.84%-47.0pp | 552.29%-534.5pp |
| Employer contribution / active EE | $2,742 | $5,315-48.4% | $4,675-41.3% | $4,663-41.2% |
| Participant deferral / active EE | $5,664 | $6,467-12.4% | $5,631+0.6% | $6,689-15.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |