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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 | $219,026 | $157,304+39.2% | $141,197+55.1% | $152,909+43.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.43% | 64.34%-40.9pp | 71.41%-48.0pp | 345.46%-322.0pp |
| Employer contribution / active EE | $4,070 | $5,263-22.7% | $4,736-14.1% | $4,764-14.6% |
| Participant deferral / active EE | $18,380 | $7,111+158.5% | $6,710+173.9% | $5,851+214.1% |
| Admin fee / account holder | $51 | $12,126-99.6% | $10,265-99.5% | $11,601-99.6% |