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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 | $147,161 | $115,796+27.1% | $101,264+45.3% | $158,950-7.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.06% | 56.15%-39.1pp | 46.48%-29.4pp | 302.91%-285.8pp |
| Employer contribution / active EE | $964 | $4,175-76.9% | $3,660-73.7% | $4,762-79.8% |
| Participant deferral / active EE | $6,143 | $4,958+23.9% | $4,370+40.5% | $5,983+2.7% |
| Admin fee / account holder | $20 | $7,247-99.7% | $5,947-99.7% | $11,248-99.8% |