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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 | $210,517 | $152,619+37.9% | $125,195+68.2% | $152,909+37.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.25% | 54.85%-36.6pp | 43.79%-25.5pp | 345.46%-327.2pp |
| Employer contribution / active EE | $11,515 | $4,947+132.7% | $3,866+197.8% | $4,764+141.7% |
| Participant deferral / active EE | $4,704 | $5,869-19.8% | $4,937-4.7% | $5,851-19.6% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |