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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 | $221,723 | $157,296+41.0% | $141,191+57.0% | $152,897+45.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.07% | 64.34%-43.3pp | 71.41%-50.3pp | 345.43%-324.4pp |
| Employer contribution / active EE | $15,890 | $5,262+202.0% | $4,736+235.5% | $4,764+233.6% |
| Participant deferral / active EE | $8,532 | $7,111+20.0% | $6,710+27.2% | $5,851+45.8% |
| Admin fee / account holder | $6 | $12,125-100.0% | $10,264-99.9% | $11,599-99.9% |