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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 | $249,101 | $157,296+58.4% | $141,191+76.4% | $152,897+62.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.42% | 64.34%-34.9pp | 71.41%-42.0pp | 345.43%-316.0pp |
| Employer contribution / active EE | $8,765 | $5,262+66.6% | $4,736+85.1% | $4,764+84.0% |
| Participant deferral / active EE | $4,242 | $7,111-40.4% | $6,710-36.8% | $5,851-27.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |