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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 | $226,566 | $103,038+119.9% | $90,324+150.8% | $152,909+48.2% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 14.59% | 95.25%-80.7pp | 78.15%-63.6pp | 345.46%-330.9pp |
| Employer contribution / active EE | $4,313 | $3,141+37.3% | $2,856+51.0% | $4,764-9.5% |
| Participant deferral / active EE | $9,021 | $4,282+110.7% | $3,885+132.2% | $5,851+54.2% |
| Admin fee / account holder | $12 | $6,177-99.8% | $5,356-99.8% | $11,601-99.9% |