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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 | $233,149 | $103,000+126.4% | $90,300+158.2% | $152,885+52.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.85% | 95.19%-72.3pp | 78.11%-55.3pp | 345.39%-322.5pp |
| Employer contribution / active EE | $17,898 | $3,138+470.3% | $2,854+527.1% | $4,763+275.8% |
| Participant deferral / active EE | $6,733 | $4,281+57.3% | $3,884+73.3% | $5,851+15.1% |
| Admin fee / account holder | $50 | $6,173-99.2% | $5,353-99.1% | $11,598-99.6% |