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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 | $223,278 | $183,592+21.6% | $155,567+43.5% | $145,959+53.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.18% | 61.24%-44.1pp | 64.74%-47.6pp | 561.95%-544.8pp |
| Employer contribution / active EE | $2,523 | $5,315-52.5% | $4,674-46.0% | $4,661-45.9% |
| Participant deferral / active EE | $16,407 | $6,464+153.8% | $5,628+191.5% | $6,689+145.3% |
| Admin fee / account holder | $25 | $19,318-99.9% | $15,916-99.8% | $13,398-99.8% |