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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 | $232,773 | $157,296+48.0% | $141,191+64.9% | $152,897+52.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.00% | 64.34%-46.3pp | 71.41%-53.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $3,755 | $5,262-28.7% | $4,736-20.7% | $4,764-21.2% |
| Participant deferral / active EE | $19,700 | $7,111+177.0% | $6,710+193.6% | $5,851+236.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |