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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 | $155,829 | $111,535+39.7% | $105,223+48.1% | $137,256+13.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.61% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,667 | $3,939-57.7% | $3,689-54.8% | $4,156-59.9% |
| Participant deferral / active EE | $3,908 | $5,500-28.9% | $5,072-22.9% | $6,407-39.0% |
| Admin fee / account holder | $214 | $9,721-97.8% | $8,859-97.6% | $12,270-98.3% |