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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 | $217,863 | $148,629+46.6% | $135,982+60.2% | $139,487+56.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.85% | 79.33%-61.5pp | 68.32%-50.5pp | 373.84%-356.0pp |
| Employer contribution / active EE | $3,052 | $5,247-41.8% | $4,859-37.2% | $4,755-35.8% |
| Participant deferral / active EE | $13,697 | $8,102+69.0% | $7,760+76.5% | $6,713+104.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |