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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 | $205,080 | $72,071+184.6% | $68,368+200.0% | $137,256+49.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 17.13% | 353.14%-336.0pp | 292.57%-275.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,767 | $2,788+106.8% | $2,649+117.7% | $4,156+38.8% |
| Participant deferral / active EE | $9,503 | $4,410+115.5% | $4,123+130.5% | $6,407+48.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |