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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 | $244,909 | $162,812+50.4% | $133,971+82.8% | $158,966+54.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 26.44% | 41.94%-15.5pp | 45.09%-18.7pp | 302.95%-276.5pp |
| Employer contribution / active EE | $1,341 | $4,976-73.1% | $3,919-65.8% | $4,762-71.8% |
| Participant deferral / active EE | $10,181 | $5,910+72.3% | $5,047+101.7% | $5,983+70.2% |
| Admin fee / account holder | $12 | $11,741-99.9% | $8,929-99.9% | $11,250-99.9% |