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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 | $99,053+82.8% | $88,179+105.3% | $138,895+30.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 20.69% | 78.17%-57.5pp | 64.97%-44.3pp | 145.39%-124.7pp |
| Employer contribution / active EE | $9,283 | $2,882+222.1% | $2,549+264.1% | $4,194+121.3% |
| Participant deferral / active EE | $6,499 | $5,225+24.4% | $4,614+40.9% | $6,396+1.6% |
| Admin fee / account holder | $137 | $8,748-98.4% | $7,673-98.2% | $12,562-98.9% |