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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 | $161,539 | $162,821-0.8% | $133,978+20.6% | $158,982+1.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.38% | 41.95%-23.6pp | 45.10%-26.7pp | 302.99%-284.6pp |
| Employer contribution / active EE | $9,912 | $4,976+99.2% | $3,919+152.9% | $4,763+108.1% |
| Participant deferral / active EE | $5,383 | $5,910-8.9% | $5,047+6.7% | $5,983-10.0% |
| Admin fee / account holder | $22 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |