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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 | $224,505 | $176,402+27.3% | $134,155+67.3% | $158,931+41.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.97% | 63.64%-47.7pp | 36.33%-20.4pp | 302.86%-286.9pp |
| Employer contribution / active EE | $1,275 | $5,041-74.7% | $3,704-65.6% | $4,761-73.2% |
| Participant deferral / active EE | $2,700 | $4,092-34.0% | $3,499-22.8% | $5,982-54.9% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,247-100.0% |