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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 | $196,248 | $152,612+28.6% | $125,192+56.8% | $152,897+28.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 34.52% | 54.85%-20.3pp | 43.79%-9.3pp | 345.43%-310.9pp |
| Employer contribution / active EE | $23,753 | $4,947+380.1% | $3,866+514.4% | $4,764+398.7% |
| Participant deferral / active EE | $13,879 | $5,868+136.5% | $4,937+181.1% | $5,851+137.2% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |