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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 | $170,835 | $114,013+49.8% | $103,693+64.8% | $155,188+10.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.07% | 49.31%-34.2pp | 47.61%-32.5pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,697 | $3,131-13.9% | $2,920-7.6% | $4,248-36.5% |
| Participant deferral / active EE | $3,830 | $4,970-22.9% | $4,579-16.4% | $6,531-41.4% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,858-99.7% | $14,480-99.9% |