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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 | $230,637 | $118,869+94.0% | $96,575+138.8% | $167,518+37.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 56.08% | 50.49%+5.6pp | 37.79%+18.3pp | 478.71%-422.6pp |
| Employer contribution / active EE | $1,592 | $3,120-49.0% | $2,357-32.4% | $4,838-67.1% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |