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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 | $200,205 | $152,612+31.2% | $125,192+59.9% | $152,897+30.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.82% | 54.85%-33.0pp | 43.79%-22.0pp | 345.43%-323.6pp |
| Employer contribution / active EE | $2,562 | $4,947-48.2% | $3,866-33.7% | $4,764-46.2% |
| Participant deferral / active EE | $4,935 | $5,868-15.9% | $4,937-0.1% | $5,851-15.7% |
| Admin fee / account holder | $4 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |