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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 | $231,445 | $147,556+56.9% | $129,031+79.4% | $198,609+16.5% |
| Participation rate | 91.7% | 77.2%+14.4pp | 73.4%+18.3pp | 82.4%+9.3pp |
| Annual return | 14.21% | 37.41%-23.2pp | 34.67%-20.5pp | 202.70%-188.5pp |
| Employer contribution / active EE | $12,500 | $3,645+243.0% | $3,226+287.5% | $5,055+147.3% |
| Participant deferral / active EE | $4,045 | $5,760-29.8% | $5,217-22.5% | $6,977-42.0% |
| Admin fee / account holder | $265 | $15,467-98.3% | $13,208-98.0% | $19,030-98.6% |