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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 | $183,302 | $102,938+78.1% | $94,105+94.8% | $138,895+32.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 14.96% | 250.28%-235.3pp | 204.55%-189.6pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,670 | $2,732-2.3% | $2,504+6.6% | $4,194-36.3% |
| Participant deferral / active EE | $13,817 | $4,196+229.3% | $3,881+256.0% | $6,396+116.0% |
| Admin fee / account holder | $3 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |