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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 | $157,255 | $111,535+41.0% | $105,223+49.4% | $137,256+14.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.91% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,222 | $3,939-43.6% | $3,689-39.8% | $4,156-46.5% |
| Participant deferral / active EE | $7,268 | $5,500+32.2% | $5,072+43.3% | $6,407+13.4% |
| Admin fee / account holder | $217 | $9,721-97.8% | $8,859-97.6% | $12,270-98.2% |