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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% | $134,162+67.3% | $158,982+41.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.97% | 63.66%-47.7pp | 36.35%-20.4pp | 302.99%-287.0pp |
| Employer contribution / active EE | $1,275 | $5,042-74.7% | $3,705-65.6% | $4,763-73.2% |
| Participant deferral / active EE | $2,700 | $4,093-34.0% | $3,500-22.8% | $5,983-54.9% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |