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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 | $151,401 | $156,616-3.3% | $133,346+13.5% | $198,609-23.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 15.76% | 44.25%-28.5pp | 36.85%-21.1pp | 202.70%-186.9pp |
| Employer contribution / active EE | $5,280 | $3,368+56.8% | $2,853+85.0% | $5,055+4.4% |
| Participant deferral / active EE | $10,201 | $4,920+107.3% | $4,332+135.5% | $6,977+46.2% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |