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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 | $187,588 | $114,013+64.5% | $103,693+80.9% | $155,188+20.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 20.41% | 49.31%-28.9pp | 47.61%-27.2pp | 148.84%-128.4pp |
| Employer contribution / active EE | $2,199 | $3,131-29.8% | $2,920-24.7% | $4,248-48.2% |
| Participant deferral / active EE | $11,401 | $4,970+129.4% | $4,579+149.0% | $6,531+74.6% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |