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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 | $179,605 | $124,336+44.5% | $111,303+61.4% | $167,518+7.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 19.43% | 37.45%-18.0pp | 54.66%-35.2pp | 478.71%-459.3pp |
| Employer contribution / active EE | $4,757 | $3,436+38.4% | $2,731+74.2% | $4,838-1.7% |
| Participant deferral / active EE | $14,055 | $5,181+171.3% | $4,487+213.2% | $6,342+121.6% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |