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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 | $202,344 | $108,911+85.8% | $100,392+101.6% | $145,884+38.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.52% | 58.23%-45.7pp | 49.45%-36.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $5,677 | $4,420+28.4% | $3,941+44.0% | $4,662+21.8% |
| Participant deferral / active EE | $29,375 | $8,459+247.3% | $8,090+263.1% | $6,690+339.1% |
| Admin fee / account holder | $157 | $9,698-98.4% | $7,904-98.0% | $13,392-98.8% |