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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 | $190,936 | $154,209+23.8% | $130,062+46.8% | $139,487+36.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.89% | 32.52%-18.6pp | -137.37%+151.3pp | 373.84%-360.0pp |
| Employer contribution / active EE | $7,785 | $5,292+47.1% | $4,322+80.1% | $4,755+63.7% |
| Participant deferral / active EE | $9,604 | $6,709+43.1% | $5,821+65.0% | $6,713+43.1% |
| Admin fee / account holder | $13 | $13,988-99.9% | $10,601-99.9% | $11,407-99.9% |