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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 | $169,516 | $96,508+75.6% | $75,901+123.3% | $152,897+10.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 26.61% | 33.99%-7.4pp | 30.76%-4.1pp | 345.43%-318.8pp |
| Employer contribution / active EE | $7,724 | $3,310+133.3% | $2,501+208.8% | $4,764+62.1% |
| Participant deferral / active EE | $14,113 | $4,554+209.9% | $3,603+291.7% | $5,851+141.2% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |