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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 | $152,177 | $114,013+33.5% | $103,693+46.8% | $155,188-1.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.67% | 49.31%-34.6pp | 47.61%-32.9pp | 148.84%-134.2pp |
| Employer contribution / active EE | $2,285 | $3,131-27.0% | $2,920-21.8% | $4,248-46.2% |
| Participant deferral / active EE | $4,837 | $4,970-2.7% | $4,579+5.6% | $6,531-25.9% |
| Admin fee / account holder | $1 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |