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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 | $238,711 | $97,125+145.8% | $86,233+176.8% | $137,256+73.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.11% | 74.19%-58.1pp | 61.39%-45.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,289 | $2,841-54.6% | $2,504-48.5% | $4,156-69.0% |
| Participant deferral / active EE | $11,045 | $5,180+113.2% | $4,559+142.3% | $6,407+72.4% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |