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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 | $147,101 | $185,905-20.9% | $170,057-13.5% | $139,487+5.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.32% | 60.56%-45.2pp | 53.42%-38.1pp | 373.84%-358.5pp |
| Employer contribution / active EE | $3,980 | $7,597-47.6% | $6,790-41.4% | $4,755-16.3% |
| Participant deferral / active EE | $6,874 | $11,627-40.9% | $10,411-34.0% | $6,713+2.4% |
| Admin fee / account holder | $111 | $15,397-99.3% | $12,826-99.1% | $11,407-99.0% |