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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 | $178,860 | $118,877+50.5% | $96,570+85.2% | $167,536+6.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.82% | 50.50%-35.7pp | 37.79%-23.0pp | 478.82%-464.0pp |
| Employer contribution / active EE | $7,328 | $3,121+134.8% | $2,357+210.9% | $4,839+51.4% |
| Participant deferral / active EE | $7,457 | $4,617+61.5% | $3,849+93.7% | $6,342+17.6% |
| Admin fee / account holder | $13 | $8,069-99.8% | $6,182-99.8% | $12,315-99.9% |