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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% | $155,574+43.5% | $145,877+53.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.18% | 61.37%-44.2pp | 64.87%-47.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $2,523 | $5,317-52.5% | $4,676-46.0% | $4,663-45.9% |
| Participant deferral / active EE | $16,407 | $6,466+153.7% | $5,629+191.5% | $6,691+145.2% |
| Admin fee / account holder | $25 | $19,316-99.9% | $15,914-99.8% | $13,402-99.8% |