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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 | $99,053+58.4% | $88,179+77.9% | $138,895+12.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.90% | 78.17%-62.3pp | 64.97%-49.1pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,000 | $5,225+148.8% | $4,614+181.8% | $6,396+103.2% |
| Admin fee / account holder | $155 | $8,748-98.2% | $7,673-98.0% | $12,562-98.8% |