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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 | $226,198 | $156,616+44.4% | $133,346+69.6% | $198,609+13.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 17.47% | 44.25%-26.8pp | 36.85%-19.4pp | 202.70%-185.2pp |
| Employer contribution / active EE | $2,232 | $3,368-33.7% | $2,853-21.8% | $5,055-55.9% |
| Participant deferral / active EE | $16,762 | $4,920+240.7% | $4,332+286.9% | $6,977+140.2% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |