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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 | $249,413 | $157,304+58.6% | $141,197+76.6% | $152,909+63.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.81% | 64.34%-43.5pp | 71.41%-50.6pp | 345.46%-324.7pp |
| Employer contribution / active EE | $9,917 | $5,263+88.4% | $4,736+109.4% | $4,764+108.2% |
| Participant deferral / active EE | $10,830 | $7,111+52.3% | $6,710+61.4% | $5,851+85.1% |
| Admin fee / account holder | $29 | $12,126-99.8% | $10,265-99.7% | $11,601-99.8% |