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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 | $219,985 | $154,159+42.7% | $130,026+69.2% | $139,456+57.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.09% | 32.50%-20.4pp | -137.26%+149.3pp | 373.45%-361.4pp |
| Employer contribution / active EE | $4,018 | $5,292-24.1% | $4,321-7.0% | $4,753-15.4% |
| Participant deferral / active EE | $14,605 | $6,710+117.7% | $5,821+150.9% | $6,711+117.6% |
| Admin fee / account holder | $78 | $14,001-99.4% | $10,608-99.3% | $11,407-99.3% |