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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 | $99,053+133.7% | $88,179+162.5% | $138,895+66.6% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.1%+22.5pp | 79.9%+11.7pp |
| Annual return | 14.21% | 78.17%-64.0pp | 64.97%-50.8pp | 145.39%-131.2pp |
| Employer contribution / active EE | $12,500 | $2,882+333.7% | $2,549+390.3% | $4,194+198.0% |
| Participant deferral / active EE | $4,045 | $5,225-22.6% | $4,614-12.3% | $6,396-36.8% |
| Admin fee / account holder | $265 | $8,748-97.0% | $7,673-96.5% | $12,562-97.9% |