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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 | $245,695 | $182,442+34.7% | $163,379+50.4% | $138,895+76.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 19.02% | 72.74%-53.7pp | 63.41%-44.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,365 | $4,159-67.2% | $3,752-63.6% | $4,194-67.5% |
| Participant deferral / active EE | $20,497 | $6,817+200.7% | $6,282+226.3% | $6,396+220.5% |
| Admin fee / account holder | $40 | $10,396-99.6% | $9,818-99.6% | $12,562-99.7% |