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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 | $133,863 | $115,810+15.6% | $101,271+32.2% | $158,966-15.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.83% | 56.15%-37.3pp | 46.48%-27.7pp | 302.95%-284.1pp |
| Employer contribution / active EE | $3,180 | $4,175-23.8% | $3,660-13.1% | $4,762-33.2% |
| Participant deferral / active EE | $8,308 | $4,958+67.6% | $4,371+90.1% | $5,983+38.9% |
| Admin fee / account holder | $168 | $7,248-97.7% | $5,948-97.2% | $11,250-98.5% |