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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 | $175,123 | $103,038+70.0% | $90,324+93.9% | $152,909+14.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 22.08% | 95.25%-73.2pp | 78.15%-56.1pp | 345.46%-323.4pp |
| Employer contribution / active EE | $10,349 | $3,141+229.5% | $2,856+262.4% | $4,764+117.2% |
| Participant deferral / active EE | $11,616 | $4,282+171.3% | $3,885+199.0% | $5,851+98.5% |
| Admin fee / account holder | $4 | $6,177-99.9% | $5,356-99.9% | $11,601-100.0% |