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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 | $176,400 | $96,562+82.7% | $80,976+117.8% | $273,965-35.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 57.54% | 15.14%+42.4pp | 17.10%+40.4pp | 41.45%+16.1pp |
| Employer contribution / active EE | $13,598 | $4,868+179.3% | $3,714+266.1% | $4,869+179.3% |
| Participant deferral / active EE | $0 | $6,597-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $234 | $7,493-96.9% | $5,516-95.8% | $10,132-97.7% |