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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 | $152,823 | $97,125+57.3% | $86,233+77.2% | $137,256+11.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.70% | 74.19%-59.5pp | 61.39%-46.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $8,315 | $2,841+192.6% | $2,504+232.0% | $4,156+100.1% |
| Participant deferral / active EE | $18,543 | $5,180+258.0% | $4,559+306.7% | $6,407+189.4% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |