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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 | $155,953 | $114,013+36.8% | $103,693+50.4% | $155,188+0.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.79% | 49.31%-33.5pp | 47.61%-31.8pp | 148.84%-133.0pp |
| Employer contribution / active EE | $30,429 | $3,131+871.8% | $2,920+942.0% | $4,248+616.3% |
| Participant deferral / active EE | $19,064 | $4,970+283.6% | $4,579+316.3% | $6,531+191.9% |
| Admin fee / account holder | $299 | $8,407-96.4% | $7,858-96.2% | $14,480-97.9% |