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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 | $185,460 | $116,203+59.6% | $93,621+98.1% | $152,909+21.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 16.46% | 35.96%-19.5pp | 32.76%-16.3pp | 345.46%-329.0pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $25,000 | $4,605+442.9% | $4,070+514.3% | $5,851+327.3% |
| Admin fee / account holder | $63 | $10,751-99.4% | $7,890-99.2% | $11,601-99.5% |