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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 | $175,684 | $197,637-11.1% | $177,848-1.2% | $158,982+10.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.80% | 58.77%-35.0pp | 48.33%-24.5pp | 302.99%-279.2pp |
| Employer contribution / active EE | $3,405 | $6,698-49.2% | $5,919-42.5% | $4,763-28.5% |
| Participant deferral / active EE | $12,117 | $8,405+44.2% | $7,714+57.1% | $5,983+102.5% |
| Admin fee / account holder | $57 | $15,406-99.6% | $12,431-99.5% | $11,252-99.5% |