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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 | $239,344 | $183,516+30.4% | $155,534+53.9% | $145,884+64.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.98% | 61.43%-52.4pp | 64.92%-55.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $2,124 | $5,315-60.0% | $4,675-54.6% | $4,662-54.4% |
| Participant deferral / active EE | $15,550 | $6,467+140.5% | $5,630+176.2% | $6,690+132.4% |
| Admin fee / account holder | $257 | $19,293-98.7% | $15,900-98.4% | $13,392-98.1% |