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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 | $143,683 | $99,053+45.1% | $88,179+62.9% | $138,895+3.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 18.37% | 78.17%-59.8pp | 64.97%-46.6pp | 145.39%-127.0pp |
| Employer contribution / active EE | $8,795 | $2,882+205.2% | $2,549+245.0% | $4,194+109.7% |
| Participant deferral / active EE | $6,988 | $5,225+33.7% | $4,614+51.5% | $6,396+9.2% |
| Admin fee / account holder | $19 | $8,748-99.8% | $7,673-99.7% | $12,562-99.8% |