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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 | $181,071 | $97,125+86.4% | $86,233+110.0% | $137,256+31.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.69% | 74.19%-53.5pp | 61.39%-40.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $9,283 | $2,841+226.7% | $2,504+270.7% | $4,156+123.4% |
| Participant deferral / active EE | $6,499 | $5,180+25.5% | $4,559+42.5% | $6,407+1.4% |
| Admin fee / account holder | $137 | $9,725-98.6% | $8,342-98.4% | $12,270-98.9% |