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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 | $219,420 | $162,821+34.8% | $133,978+63.8% | $158,982+38.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.06% | 41.95%-31.9pp | 45.10%-35.0pp | 302.99%-292.9pp |
| Employer contribution / active EE | $18,457 | $4,976+270.9% | $3,919+371.0% | $4,763+287.5% |
| Participant deferral / active EE | $7,891 | $5,910+33.5% | $5,047+56.3% | $5,983+31.9% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |