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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 | $155,843 | $97,125+60.5% | $86,233+80.7% | $137,256+13.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.23% | 74.19%-56.0pp | 61.39%-43.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,288 | $2,841+50.9% | $2,504+71.2% | $4,156+3.2% |
| Participant deferral / active EE | $12,630 | $5,180+143.8% | $4,559+177.0% | $6,407+97.1% |
| Admin fee / account holder | $225 | $9,725-97.7% | $8,342-97.3% | $12,270-98.2% |