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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 | $175,205 | $106,247+64.9% | $96,515+81.5% | $139,466+25.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.02% | 38.47%-21.4pp | 35.73%-18.7pp | 373.66%-356.6pp |
| Employer contribution / active EE | $14,798 | $4,106+260.4% | $3,740+295.7% | $4,754+211.3% |
| Participant deferral / active EE | $9,470 | $5,456+73.6% | $4,880+94.1% | $6,712+41.1% |
| Admin fee / account holder | $162 | $7,885-97.9% | $6,735-97.6% | $11,409-98.6% |