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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 | $225,453 | $97,125+132.1% | $86,233+161.4% | $137,256+64.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.02% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.3pp |
| Employer contribution / active EE | $14,246 | $2,841+401.4% | $2,504+468.8% | $4,156+242.8% |
| Participant deferral / active EE | $11,154 | $5,180+115.3% | $4,559+144.7% | $6,407+74.1% |
| Admin fee / account holder | $180 | $9,725-98.1% | $8,342-97.8% | $12,270-98.5% |