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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 | $137,560 | $115,810+18.8% | $101,271+35.8% | $158,966-13.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.40% | 56.15%-40.8pp | 46.48%-31.1pp | 302.95%-287.6pp |
| Employer contribution / active EE | $5,781 | $4,175+38.4% | $3,660+57.9% | $4,762+21.4% |
| Participant deferral / active EE | $13,107 | $4,958+164.3% | $4,371+199.9% | $5,983+119.1% |
| Admin fee / account holder | $104 | $7,248-98.6% | $5,948-98.3% | $11,250-99.1% |