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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 | $249,713 | $162,821+53.4% | $133,978+86.4% | $158,982+57.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.19% | 41.95%-28.8pp | 45.10%-31.9pp | 302.99%-289.8pp |
| Employer contribution / active EE | $2,287 | $4,976-54.0% | $3,919-41.6% | $4,763-52.0% |
| Participant deferral / active EE | $9,149 | $5,910+54.8% | $5,047+81.3% | $5,983+52.9% |
| Admin fee / account holder | $7 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |