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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 | $212,276 | $183,627+15.6% | $155,602+36.4% | $145,978+45.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.40% | 61.32%-43.9pp | 64.81%-47.4pp | 550.52%-533.1pp |
| Employer contribution / active EE | $2,134 | $5,316-59.9% | $4,675-54.4% | $4,662-54.2% |
| Participant deferral / active EE | $6,726 | $6,466+4.0% | $5,629+19.5% | $6,690+0.5% |
| Admin fee / account holder | $150 | $19,327-99.2% | $15,923-99.1% | $13,400-98.9% |