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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 | $199,906 | $183,539+8.9% | $155,556+28.5% | $145,897+37.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.52% | 61.31%-48.8pp | 64.84%-52.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,640 | $5,315-31.5% | $4,675-22.1% | $4,663-21.9% |
| Participant deferral / active EE | $20,567 | $6,467+218.0% | $5,631+265.3% | $6,689+207.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |