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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 | $244,676 | $148,629+64.6% | $135,982+79.9% | $139,487+75.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.49% | 79.33%-63.8pp | 68.32%-52.8pp | 373.84%-358.4pp |
| Employer contribution / active EE | $4,058 | $5,247-22.6% | $4,859-16.5% | $4,755-14.6% |
| Participant deferral / active EE | $20,000 | $8,102+146.8% | $7,760+157.7% | $6,713+197.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |