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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 | $191,954 | $152,612+25.8% | $125,192+53.3% | $152,897+25.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 26.56% | 54.85%-28.3pp | 43.79%-17.2pp | 345.43%-318.9pp |
| Employer contribution / active EE | $2,259 | $4,947-54.3% | $3,866-41.6% | $4,764-52.6% |
| Participant deferral / active EE | $7,776 | $5,868+32.5% | $4,937+57.5% | $5,851+32.9% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |