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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 | $242,666 | $114,013+112.8% | $103,693+134.0% | $155,188+56.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.57% | 49.31%-36.7pp | 47.61%-35.0pp | 148.84%-136.3pp |
| Employer contribution / active EE | $3,716 | $3,131+18.7% | $2,920+27.3% | $4,248-12.5% |
| Participant deferral / active EE | $16,825 | $4,970+238.5% | $4,579+267.4% | $6,531+157.6% |
| Admin fee / account holder | $34 | $8,407-99.6% | $7,858-99.6% | $14,480-99.8% |