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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 | $198,475 | $114,013+74.1% | $103,693+91.4% | $155,188+27.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.47% | 49.31%-36.8pp | 47.61%-35.1pp | 148.84%-136.4pp |
| Employer contribution / active EE | $9,650 | $3,131+208.2% | $2,920+230.4% | $4,248+127.2% |
| Participant deferral / active EE | $5,650 | $4,970+13.7% | $4,579+23.4% | $6,531-13.5% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |