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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 | $196,542 | $111,535+76.2% | $105,223+86.8% | $137,256+43.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.60% | 237.85%-225.3pp | 180.65%-168.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,607 | $3,939-33.8% | $3,689-29.3% | $4,156-37.3% |
| Participant deferral / active EE | $8,851 | $5,500+60.9% | $5,072+74.5% | $6,407+38.1% |
| Admin fee / account holder | $34 | $9,721-99.7% | $8,859-99.6% | $12,270-99.7% |