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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 | $226,922 | $166,242+36.5% | $165,071+37.5% | $145,884+55.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.26% | 100.44%-88.2pp | 70.17%-57.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,168 | $5,283-59.0% | $4,347-50.1% | $4,662-53.5% |
| Participant deferral / active EE | $2,637 | $6,964-62.1% | $6,035-56.3% | $6,690-60.6% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |