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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 | $148,623+57.2% | $135,974+71.9% | $139,466+67.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.12% | 79.30%-57.2pp | 68.30%-46.2pp | 373.66%-351.5pp |
| Employer contribution / active EE | $2,662 | $5,246-49.3% | $4,859-45.2% | $4,754-44.0% |
| Participant deferral / active EE | $16,065 | $8,103+98.3% | $7,760+107.0% | $6,712+139.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |