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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 | $162,452 | $97,125+67.3% | $86,233+88.4% | $137,256+18.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 30.57% | 74.19%-43.6pp | 61.39%-30.8pp | 220.34%-189.8pp |
| Employer contribution / active EE | $59,778 | $2,841+2003.9% | $2,504+2287.0% | $4,156+1338.3% |
| Participant deferral / active EE | $18,920 | $5,180+265.3% | $4,559+315.0% | $6,407+195.3% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |