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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 | $214,596 | $105,856+102.7% | $90,161+138.0% | $147,586+45.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.72% | 37.63%-19.9pp | 34.89%-17.2pp | 578.59%-560.9pp |
| Employer contribution / active EE | $9,899 | $4,126+139.9% | $3,318+198.3% | $4,876+103.0% |
| Participant deferral / active EE | $7,322 | $5,733+27.7% | $5,287+38.5% | $5,439+34.6% |
| Admin fee / account holder | $6 | $8,046-99.9% | $5,943-99.9% | $10,886-99.9% |