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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 | $219,695 | $78,425+180.1% | $95,956+129.0% | $79,858+175.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 25.63% | 19.37%+6.3pp | 91.63%-66.0pp | 31.72%-6.1pp |
| Employer contribution / active EE | $5,392 | $1,945+177.2% | $2,541+112.2% | $2,471+118.2% |
| Participant deferral / active EE | $3,196 | $3,440-7.1% | $4,167-23.3% | $3,740-14.6% |
| Admin fee / account holder | $214 | $5,622-96.2% | $6,797-96.8% | $5,306-96.0% |