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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 | $218,905 | $84,708+158.4% | $75,714+189.1% | $167,536+30.7% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.8%+2.9pp | 82.1%-4.3pp |
| Annual return | 22.25% | 199.62%-177.4pp | 104.62%-82.4pp | 478.82%-456.6pp |
| Employer contribution / active EE | $3,945 | $3,231+22.1% | $2,744+43.8% | $4,839-18.5% |
| Participant deferral / active EE | $10,243 | $4,577+123.8% | $3,820+168.1% | $6,342+61.5% |
| Admin fee / account holder | $19 | $5,358-99.6% | $3,619-99.5% | $12,315-99.8% |