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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 | $220,017 | $162,821+35.1% | $133,978+64.2% | $158,982+38.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.35% | 41.95%-25.6pp | 45.10%-28.7pp | 302.99%-286.6pp |
| Employer contribution / active EE | $22,109 | $4,976+344.3% | $3,919+464.2% | $4,763+364.2% |
| Participant deferral / active EE | $10,222 | $5,910+72.9% | $5,047+102.5% | $5,983+70.8% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |