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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 | $97,125+138.3% | $86,233+168.4% | $137,256+68.6% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 14.21% | 74.19%-60.0pp | 61.39%-47.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $12,500 | $2,841+339.9% | $2,504+399.1% | $4,156+200.8% |
| Participant deferral / active EE | $4,045 | $5,180-21.9% | $4,559-11.3% | $6,407-36.9% |
| Admin fee / account holder | $265 | $9,725-97.3% | $8,342-96.8% | $12,270-97.8% |