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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 | $233,690 | $148,582+57.3% | $135,942+71.9% | $139,456+67.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.12% | 79.26%-57.1pp | 68.28%-46.2pp | 373.45%-351.3pp |
| Employer contribution / active EE | $2,662 | $5,245-49.2% | $4,858-45.2% | $4,753-44.0% |
| Participant deferral / active EE | $16,065 | $8,101+98.3% | $7,759+107.1% | $6,711+139.4% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |