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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 | $156,878 | $97,125+61.5% | $86,233+81.9% | $137,256+14.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.90% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,000 | $5,180+151.0% | $4,559+185.1% | $6,407+102.9% |
| Admin fee / account holder | $155 | $9,725-98.4% | $8,342-98.1% | $12,270-98.7% |