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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 | $147,606 | $185,905-20.6% | $170,057-13.2% | $139,487+5.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.97% | 60.56%-43.6pp | 53.42%-36.4pp | 373.84%-356.9pp |
| Employer contribution / active EE | $3,135 | $7,597-58.7% | $6,790-53.8% | $4,755-34.1% |
| Participant deferral / active EE | $6,150 | $11,627-47.1% | $10,411-40.9% | $6,713-8.4% |
| Admin fee / account holder | $241 | $15,397-98.4% | $12,826-98.1% | $11,407-97.9% |