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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 | $208,739 | $114,013+83.1% | $103,693+101.3% | $155,188+34.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.89% | 49.31%-35.4pp | 47.61%-33.7pp | 148.84%-134.9pp |
| Employer contribution / active EE | $799 | $3,131-74.5% | $2,920-72.6% | $4,248-81.2% |
| Participant deferral / active EE | $9,715 | $4,970+95.5% | $4,579+112.1% | $6,531+48.7% |
| Admin fee / account holder | $221 | $8,407-97.4% | $7,858-97.2% | $14,480-98.5% |