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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 | $239,542 | $148,623+61.2% | $135,974+76.2% | $139,466+71.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.58% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,515 | $5,246-71.1% | $4,859-68.8% | $4,754-68.1% |
| Participant deferral / active EE | $20,717 | $8,103+155.7% | $7,760+167.0% | $6,712+208.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |