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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 | $171,228 | $102,638+66.8% | $81,982+108.9% | $158,982+7.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 12.15% | 61.05%-48.9pp | 41.31%-29.2pp | 302.99%-290.8pp |
| Employer contribution / active EE | $2,651 | $3,241-18.2% | $2,498+6.1% | $4,763-44.3% |
| Participant deferral / active EE | $9,278 | $4,649+99.6% | $3,722+149.2% | $5,983+55.1% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |