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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 | $234,737 | $148,629+57.9% | $135,982+72.6% | $139,487+68.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.91% | 79.33%-48.4pp | 68.32%-37.4pp | 373.84%-342.9pp |
| Employer contribution / active EE | $3,566 | $5,247-32.0% | $4,859-26.6% | $4,755-25.0% |
| Participant deferral / active EE | $18,793 | $8,102+131.9% | $7,760+142.2% | $6,713+180.0% |
| Admin fee / account holder | $78 | $12,406-99.4% | $10,767-99.3% | $11,407-99.3% |